Wedbush Laffer Tengler New Era Value ETF
TGLR
7 hedge funds and large institutions have $2.61M invested in Wedbush Laffer Tengler New Era Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
3.01% less ownership
Funds ownership: 22.53% → 19.53% (-3%)
14% less capital invested
Capital invested by funds: $3.02M → $2.61M (-$410K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$519K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$221K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.14K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$920K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$217K |
| 3 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
-$21.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$30 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $1.03M | -$217K | -7,183 | -17% |
|
|
PSCM
2
Per Stirling Capital Management
Austin,
Texas
| $509K | +$519K | +17,160 | New |
|
|
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $478K | -$21.7K | -717 | -4% |
|
|
GS
4
GTS Securities
New York
| $361K | -$920K | -30,414 | -71% |
|
|
5
Citadel Advisors
Miami,
Florida
| $217K | +$221K | +7,297 | New |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $5.04K | +$5.14K | +170 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $4.93K | +$4.87K | +161 | +3,220% |
|
|
8
Wells Fargo
San Francisco,
California
| $11 | -$30 | -1 | Closed |
|
TGLR Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wedbush Laffer Tengler New Era Value ETF (TGLR) for Q4 2024, worth a combined $2.61M — down 14% from $3.02M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TGLR positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Per Stirling Capital Management, opening a new position worth an estimated $519K. The largest seller was GTS Securities, cutting an estimated $920K.
- 7 institutional investors held Wedbush Laffer Tengler New Era Value ETF (TGLR) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $2.61M of Wedbush Laffer Tengler New Era Value ETF stock for Q4 2024, down 14% quarter-over-quarter.
- 3 funds opened new Wedbush Laffer Tengler New Era Value ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Wedbush Laffer Tengler New Era Value ETF buyer in Q4 2024 was Per Stirling Capital Management, an estimated $519K added.
- The largest Wedbush Laffer Tengler New Era Value ETF seller in Q4 2024 was GTS Securities, an estimated $920K sold.
Based on aggregated 13F filings for Q4 2024.