Wedbush Laffer Tengler New Era Value ETF
TGLR
8 hedge funds and large institutions have $3.5M invested in Wedbush Laffer Tengler New Era Value ETF in 2025 Q3 according to their latest regulatory filings, with 0 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
5% more capital invested
Capital invested by funds: $3.34M → $3.5M (+$163K)
1.36% less ownership
Funds ownership: 20.69% → 19.33% (-1.4%)
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$122K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$54.3K |
| 3 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$17.3K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$6.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$365K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $1.51M | +$6.23K | +184 | +0.4% |
|
|
PSCM
2
Per Stirling Capital Management
Austin,
Texas
| $841K | +$122K | +3,615 | +18% |
|
|
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $601K | +$17.3K | +510 | +3% |
|
|
GS
4
GTS Securities
New York
| $412K | -$365K | -10,798 | -48% |
|
|
5
UBS Group
Zurich,
Switzerland
| $72.7K | +$54.3K | +1,606 | +364% |
|
|
HIA
6
Harbor Investment Advisory
Lutherville,
Maryland
| $59.7K | – | – | – |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $6.04K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $29 | – | – | – |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|
TGLR Hedge Fund Activity: Q3 2025 in Review
8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Wedbush Laffer Tengler New Era Value ETF (TGLR) for Q3 2025, worth a combined $3.5M — up 4.9% from $3.34M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of TGLR and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Per Stirling Capital Management, adding an estimated $122K. The largest seller was GTS Securities, cutting an estimated $365K.
- 8 institutional investors held Wedbush Laffer Tengler New Era Value ETF (TGLR) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $3.5M of Wedbush Laffer Tengler New Era Value ETF stock for Q3 2025, up 4.9% quarter-over-quarter.
- 0 funds opened new Wedbush Laffer Tengler New Era Value ETF positions in Q3 2025 and 1 closed out, a net change of -1 holder.
- The largest Wedbush Laffer Tengler New Era Value ETF buyer in Q3 2025 was Per Stirling Capital Management, an estimated $122K added.
- The largest Wedbush Laffer Tengler New Era Value ETF seller in Q3 2025 was GTS Securities, an estimated $365K sold.
Based on aggregated 13F filings for Q3 2025.