Wedbush Laffer Tengler New Era Value ETF
TGLR
8 hedge funds and large institutions have $2.82M invested in Wedbush Laffer Tengler New Era Value ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
8% more capital invested
Capital invested by funds: $2.61M → $2.82M (+$216K)
0.5% more ownership
Funds ownership: 19.53% → 20.03% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$212K |
| 2 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
+$50.9K |
| 3 |
GS
GTS Securities
New York
|
+$37.6K |
| 4 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$17.2K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.93K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$2.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $1,000K | -$2.06K | -68 | -0.2% |
|
|
PSCM
2
Per Stirling Capital Management
Austin,
Texas
| $696K | +$212K | +7,020 | +41% |
|
|
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $479K | +$17.2K | +568 | +4% |
|
|
GS
4
GTS Securities
New York
| $386K | +$37.6K | +1,242 | +10% |
|
|
5
Citadel Advisors
Miami,
Florida
| $210K | +$30 | +1 | +0% |
|
|
HIA
6
Harbor Investment Advisory
Lutherville,
Maryland
| $48.3K | +$50.9K | +1,680 | New |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $4.89K | – | – | – |
|
8
Fidelity Investments
Boston,
Massachusetts
| $29 | +$30 | +1 | New |
|
9
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$4.93K | -166 | Closed |
|
TGLR Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Wedbush Laffer Tengler New Era Value ETF (TGLR) for Q1 2025, worth a combined $2.82M — up 8.3% from $2.61M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TGLR positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Per Stirling Capital Management, adding an estimated $212K. The largest seller was UBS Group, exiting entirely with an estimated $4.93K sold.
- 8 institutional investors held Wedbush Laffer Tengler New Era Value ETF (TGLR) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $2.82M of Wedbush Laffer Tengler New Era Value ETF stock for Q1 2025, up 8.3% quarter-over-quarter.
- 2 funds opened new Wedbush Laffer Tengler New Era Value ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Wedbush Laffer Tengler New Era Value ETF buyer in Q1 2025 was Per Stirling Capital Management, an estimated $212K added.
- The largest Wedbush Laffer Tengler New Era Value ETF seller in Q1 2025 was UBS Group, an estimated $4.93K sold.
Based on aggregated 13F filings for Q1 2025.