Thrivent Small-Mid Cap ESG ETF
TSME
6 hedge funds and large institutions have $108M invested in Thrivent Small-Mid Cap ESG ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $64.8M → $108M (+$42.7M)
50% more funds holding
Funds holding: 4 → 6 (+2)
3.15% less ownership
Funds ownership: 93.04% → 89.89% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$39.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$366K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$297K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$152K |
| 5 |
LWMM
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
+$3.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $106M | +$39.4M | +1,389,807 | +58% |
|
|
LWMM
2
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $1.03M | +$3.97K | +140 | +0.4% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $697K | +$152K | +5,372 | +27% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $292K | +$297K | +10,492 | New |
|
5
UBS Group
Zurich,
Switzerland
| $2.79K | +$2.83K | +100 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $359 | +$366K | +12,914 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | -$17.7K | -672 | Closed |
|
TSME Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Thrivent Small-Mid Cap ESG ETF (TSME) for Q1 2023, worth a combined $108M — up 66% from $64.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TSME positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $39.4M. The largest seller was Bank of America, exiting entirely with an estimated $17.7K sold.
- 6 institutional investors held Thrivent Small-Mid Cap ESG ETF (TSME) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $108M of Thrivent Small-Mid Cap ESG ETF stock for Q1 2023, up 66% quarter-over-quarter.
- 3 funds opened new Thrivent Small-Mid Cap ESG ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Thrivent Small-Mid Cap ESG ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $39.4M added.
- The largest Thrivent Small-Mid Cap ESG ETF seller in Q1 2023 was Bank of America, an estimated $17.7K sold.
Based on aggregated 13F filings for Q1 2023.