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TBG Dividend Focus ETF
TBG

19 hedge funds and large institutions have $62M invested in TBG Dividend Focus ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

58% more funds holding

Funds holding: 12 → 19 (+7)

16% more capital invested

Capital invested by funds: $53.4M → $62M (+$8.55M)

6.17% less ownership

Funds ownership: 56.12% → 49.95% (-6.2%)

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
5
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$1.56M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.26M
3
Truist Financial
Truist Financial
North Carolina
+$1.26M
4
Goldman Sachs
Goldman Sachs
New York
+$946K
5
Stifel Financial
Stifel Financial
Missouri
+$849K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.02M
2
UBS Group
UBS Group
Switzerland
-$97.9K
3
Osaic Holdings
Osaic Holdings
Arizona
-$53.7K
4
SIG
Spinnaker Investment Group
California
-$40.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$52.1M +$1.56M +47,412 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.36M +$360K +10,910 +35%
Stifel Financial
3
Stifel Financial
Missouri
$1.25M +$849K +25,740 +209%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.25M +$1.26M +38,033 New
Truist Financial
5
Truist Financial
North Carolina
$1.25M +$1.26M +38,033 New
Goldman Sachs
6
Goldman Sachs
New York
$939K +$946K +28,665 New
EWA
7
EverSource Wealth Advisors
Alabama
$753K +$381K +11,536 +101%
SIG
8
Spinnaker Investment Group
California
$584K -$40.4K -1,224 -6%
IWP
9
Insight Wealth Partners
Texas
$438K +$441K +13,369 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$395K +$144K +4,351 +56%
Raymond James Financial
11
Raymond James Financial
Florida
$323K +$326K +9,870 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$301K +$304K +9,204 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$277K +$279K +8,448 New
Jane Street
14
Jane Street
New York
$239K +$241K +7,295 New
TCM
15
Traynor Capital Management
Pennsylvania
$207K +$208K +6,313 New
Citadel Advisors
16
Citadel Advisors
Florida
$204K +$205K +6,217 New
S
17
SignatureFD
Georgia
$101K – – –
Wells Fargo
18
Wells Fargo
California
$49.1K +$49.5K +1,500 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$9.78K +$9.87K +299 New
GS
20
GTS Securities
New York
– -$1.02M -31,785 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– -$274K -8,297 Closed
UBS Group
22
UBS Group
Switzerland
– -$97.9K -3,064 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$53.7K -1,681 Closed

TBG Hedge Fund Activity: Q1 2025 in Review

19 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q1 2025, worth a combined $62M — up 16% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TBG positions and 4 closed out — a net gain of 8 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.56M. The largest seller was GTS Securities, exiting entirely with an estimated $1.02M sold.

  • 19 institutional investors held TBG Dividend Focus ETF (TBG) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $62M of TBG Dividend Focus ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 12 funds opened new TBG Dividend Focus ETF positions in Q1 2025 and 4 closed out, a net change of +8 holders.
  • The largest TBG Dividend Focus ETF buyer in Q1 2025 was HighTower Advisors, an estimated $1.56M added.
  • The largest TBG Dividend Focus ETF seller in Q1 2025 was GTS Securities, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2025.