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Wedbush Laffer Tengler New Era Value ETF

5 hedge funds and large institutions have $3.02M invested in Wedbush Laffer Tengler New Era Value ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 45 (+1)

2% more capital invested

Capital invested by funds: $2.96M → $3.02M (+$54.9K)

1.37% less ownership

Funds ownership: 23.9%22.53% (-1.4%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$1.27M -$27.4K -970 -2%
LTI
2
Laffer Tengler Investments
Tennessee
$1.25M -$83.5K -2,953 -7%
GSIAS
3
Garden State Investment Advisory Services
New Jersey
$500K -$43.2K -1,529 -8%
UBS Group
4
UBS Group
Switzerland
$149 -$20K -707 -99%
Wells Fargo
5
Wells Fargo
California
$40 +$28 +1 New

TGLR Hedge Fund Activity: Q3 2024 in Review

5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wedbush Laffer Tengler New Era Value ETF (TGLR) for Q3 2024, worth a combined $3.02M — up 1.9% from $2.96M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new TGLR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $28. The largest seller was Laffer Tengler Investments, cutting an estimated $83.5K.

  • 5 institutional investors held Wedbush Laffer Tengler New Era Value ETF (TGLR) as of Q3 2024, up from 4 in Q2 2024.
  • Funds reported $3.02M of Wedbush Laffer Tengler New Era Value ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 1 fund opened new Wedbush Laffer Tengler New Era Value ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Wedbush Laffer Tengler New Era Value ETF buyer in Q3 2024 was Wells Fargo, an estimated $28 added.
  • The largest Wedbush Laffer Tengler New Era Value ETF seller in Q3 2024 was Laffer Tengler Investments, an estimated $83.5K sold.

Based on aggregated 13F filings for Q3 2024.