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Thrivent Small-Mid Cap ESG ETF
TSME

Overview Fund Activity

17 hedge funds and large institutions have $110M invested in Thrivent Small-Mid Cap ESG ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95.6M
2
Stifel Financial
Stifel Financial
Missouri
$2.05M
3
TFM
Trademark Financial Management
Minnesota
$1.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$575K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.02M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
Morgan Stanley
New York
$11K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$95.6M +$27.3M +744,928 +40%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.99M +$328K +8,955 +9%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.02M +$410K +11,187 +16%
Stifel Financial
4
Stifel Financial
Missouri
$2.05M +$2.05M +56,000 New
B
5
Bailard
California
$1.57M +$18.1K +493 +1%
TFM
6
Trademark Financial Management
Minnesota
$1.13M +$1.13M +30,849 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$575K +$575K +15,683 New
SS
8
Sunbelt Securities
Texas
$390K +$346K +9,438 +787%
LPL Financial
9
LPL Financial
California
$312K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$307K +$58K +1,583 +23%
HF
11
HRT Financial
New York
$200K +$200K +5,470 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$178K +$36.3K +987 +26%
CFGS
13
Concourse Financial Group Securities
Alabama
$102K +$66.5K +1,704 +187%
CAM
14
Clarity Asset Management
Iowa
$84.9K +$84.9K +2,318 New
SWM
15
Spire Wealth Management
Virginia
$55K +$55K +1,500 New
Morgan Stanley
16
Morgan Stanley
New York
$11K -$37 -1 -0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$916 +$916 +25 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$483K -13,197 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
– -$37 -1 Closed