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Wedbush Laffer Tengler New Era Value ETF

5 hedge funds and large institutions have $1.39M invested in Wedbush Laffer Tengler New Era Value ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more capital invested

Capital invested by funds: $229K → $1.39M (+$1.16M)

150% more funds holding

Funds holding: 25 (+3)

9.5% more ownership

Funds ownership: 3.23%12.73% (+9.5%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$670K +$616K +23,628 +2,661%
GSIAS
2
Garden State Investment Advisory Services
New Jersey
$455K +$434K +16,651 New
GS
3
GTS Securities
New York
$205K -$17.1K -656 -8%
PFBT
4
Parkside Financial Bank & Trust
Missouri
$57.7K +$55K +2,110 New
UBS Group
5
UBS Group
Switzerland
$4.1K +$3.91K +150 New

TGLR Hedge Fund Activity: Q1 2024 in Review

5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wedbush Laffer Tengler New Era Value ETF (TGLR) for Q1 2024, worth a combined $1.39M — up 509% from $229K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TGLR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Laffer Tengler Investments, adding an estimated $616K. The largest seller was GTS Securities, cutting an estimated $17.1K.

  • 5 institutional investors held Wedbush Laffer Tengler New Era Value ETF (TGLR) as of Q1 2024, up from 2 in Q4 2023.
  • Funds reported $1.39M of Wedbush Laffer Tengler New Era Value ETF stock for Q1 2024, up 509% quarter-over-quarter.
  • 3 funds opened new Wedbush Laffer Tengler New Era Value ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
  • The largest Wedbush Laffer Tengler New Era Value ETF buyer in Q1 2024 was Laffer Tengler Investments, an estimated $616K added.
  • The largest Wedbush Laffer Tengler New Era Value ETF seller in Q1 2024 was GTS Securities, an estimated $17.1K sold.

Based on aggregated 13F filings for Q1 2024.