TBG Dividend Focus ETF
TBG
25 hedge funds and large institutions have $120M invested in TBG Dividend Focus ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
16% more capital invested
Capital invested by funds: $103M → $120M (+$16.8M)
3.1% more ownership
Funds ownership: 58.27% → 61.37% (+3.1%)
19% less funds holding
Funds holding: 31 → 25 (-6)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$18.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.91M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$675K |
| 4 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$490K |
| 5 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$3.87M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$3.61M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.44M |
| 4 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
-$375K |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$262K |
TBG Hedge Fund Activity: Q4 2025 in Review
25 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q4 2025, worth a combined $120M — up 16% from $103M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TBG and 4 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was Abundance Wealth Counselors, adding an estimated $18.8M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $3.87M sold.
- 25 institutional investors held TBG Dividend Focus ETF (TBG) as of Q4 2025, down from 31 in Q3 2025.
- Funds reported $120M of TBG Dividend Focus ETF stock for Q4 2025, up 16% quarter-over-quarter.
- 4 funds opened new TBG Dividend Focus ETF positions in Q4 2025 and 10 closed out, a net change of -6 holders.
- The largest TBG Dividend Focus ETF buyer in Q4 2025 was Abundance Wealth Counselors, an estimated $18.8M added.
- The largest TBG Dividend Focus ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $3.87M sold.
Based on aggregated 13F filings for Q4 2025.