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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

76 hedge funds and large institutions have $66.4M invested in TriplePoint Venture Growth BDC in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 22 closing their positions.

Holders
76
Holders Change
-17
Holders Change %
-18.28%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
19
Closed
22
Calls
$3.31M
Puts
$1.07M
Net Calls
+$2.24M
Net Calls Change
+$2.12M

Top Buyers

1
Invesco
1
Invesco
Georgia
$12M
2
GG
2
Golden Green
South Carolina
$1.73M
3
SIS
3
Sound Income Strategies
Florida
$8.5M
4
ASFA
4
All Season Financial Advisors
Colorado
$532K
5
VanEck Associates
5
VanEck Associates
New York
$6.21M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$206K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$2.21M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$12M 989,745 +187,496 +23%
SIS
2
Sound Income Strategies
Florida
$8.5M 703,794 +64,285 +10%
VanEck Associates
3
VanEck Associates
New York
$6.21M 513,892 +34,427 +7%
AAM
4
Advisors Asset Management
Colorado
$4.11M 340,187 +14,292 +4%
Legal & General Group
5
Legal & General Group
United Kingdom
$2.93M 242,966 +11,002 +5%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$2.56M 211,592 -40,300 -16%
Wells Fargo
7
Wells Fargo
California
$2.43M 200,813 -39,394 -16%
Ameriprise
8
Ameriprise
Minnesota
$2.29M 189,866 +21,988 +13%
BlackRock
9
BlackRock
New York
$2.21M 183,239 -78,965 -30%
Morgan Stanley
10
Morgan Stanley
New York
$2.17M 179,511 -16,018 -8%
GG
11
Golden Green
South Carolina
$1.73M 143,334 +143,334 New
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.65M 136,509 -39,629 -22%
CIM
13
Confluence Investment Management
Missouri
$1.52M 125,941 -14,097 -10%
CC
14
Claybrook Capital
Massachusetts
$1.46M 121,240 +6,600 +6%
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$1.17M 96,923 +7,809 +9%
LPL Financial
16
LPL Financial
California
$949K 78,543 -1,018 -1%
IAIM
17
International Assets Investment Management
Florida
$879K 72,735 – –
WSTAM
18
Wilbanks Smith & Thomas Asset Management
Virginia
$689K 57,000 – –
BRWA
19
B. Riley Wealth Advisors
Florida
$620K 51,297 +996 +2%
KA
20
Kovack Advisors
Florida
$587K 48,595 +25,495 +110%
Osaic Holdings
21
Osaic Holdings
Arizona
$567K 46,957 +4,084 +10%
ASFA
22
All Season Financial Advisors
Colorado
$532K 44,075 +44,075 New
SPC
23
Sigma Planning Corp
Michigan
$530K 43,893 +6,128 +16%
VEA
24
Virtus ETF Advisers
New York
$485K 40,123 +6,917 +21%
TC
25
TownSquare Capital
Utah
$475K 39,314 +2,231 +6%
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