STF Tactical Growth ETF
8 hedge funds and large institutions have $150M invested in STF Tactical Growth ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $150M → $150M (-$399K)
1.68% less ownership
Funds ownership: 98.73% → 97.05% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$4.1M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$678K |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$578K |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$562K |
| 5 |
LPL Financial
San Diego,
California
|
+$96.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$532K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
1
Transamerica Financial Advisors
St. Petersburg,
Florida
| $145M | +$4.1M | +147,977 | +3% |
|
|
2
LPL Financial
San Diego,
California
| $2.35M | +$96.2K | +3,473 | +4% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $1.19M | +$678K | +24,485 | +122% |
|
|
KWA
4
Kingswood Wealth Advisors
San Diego,
California
| $556K | +$578K | +20,856 | New |
|
|
SGI
5
Summit Global Investments
Bountiful,
Utah
| $541K | +$562K | +20,294 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $56.8K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $22K | +$22.8K | +825 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $4.85K | +$5.04K | +182 | New |
|
|
GFA
9
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| – | -$532K | -19,215 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$2.82K | -102 | Closed |
|
TUG Hedge Fund Activity: Q3 2023 in Review
8 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in STF Tactical Growth ETF (TUG) for Q3 2023, worth a combined $150M — down 0.27% from $150M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TUG positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $4.1M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $532K sold.
- 8 institutional investors held STF Tactical Growth ETF (TUG) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $150M of STF Tactical Growth ETF stock for Q3 2023, down 0.27% quarter-over-quarter.
- 4 funds opened new STF Tactical Growth ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest STF Tactical Growth ETF buyer in Q3 2023 was Transamerica Financial Advisors, an estimated $4.1M added.
- The largest STF Tactical Growth ETF seller in Q3 2023 was Gallagher Fiduciary Advisors, an estimated $532K sold.
Based on aggregated 13F filings for Q3 2023.