STF Tactical Growth ETF
11 hedge funds and large institutions have $166M invested in STF Tactical Growth ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
11% more capital invested
Capital invested by funds: $150M → $166M (+$16.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.53% less ownership
Funds ownership: 97.05% → 96.52% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 2 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$1.19M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$587K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$500K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$3.92M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22.7K |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
1
Transamerica Financial Advisors
St. Petersburg,
Florida
| $156M | -$3.92M | -142,396 | -3% |
|
|
2
LPL Financial
San Diego,
California
| $4.69M | +$1.96M | +71,191 | +81% |
|
|
SGI
3
Summit Global Investments
Bountiful,
Utah
| $1.86M | +$1.19M | +43,022 | +212% |
|
|
IFG
4
Independent Financial Group
San Diego,
California
| $1.31M | +$964 | +35 | +0.1% |
|
|
AWA
5
Arete Wealth Advisors
Chicago,
Illinois
| $627K | +$587K | +21,301 | New |
|
|
KWA
6
Kingswood Wealth Advisors
San Diego,
California
| $600K | -$13.1K | -474 | -2% |
|
|
7
Citadel Advisors
Miami,
Florida
| $534K | +$500K | +18,139 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $216K | +$202K | +7,332 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $62.7K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $5.36K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $29 | -$22.7K | -824 | -100% |
|
TUG Hedge Fund Activity: Q4 2023 in Review
11 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in STF Tactical Growth ETF (TUG) for Q4 2023, worth a combined $166M — up 11% from $150M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TUG positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.96M. The largest seller was Transamerica Financial Advisors, cutting an estimated $3.92M.
- 11 institutional investors held STF Tactical Growth ETF (TUG) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $166M of STF Tactical Growth ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 3 funds opened new STF Tactical Growth ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest STF Tactical Growth ETF buyer in Q4 2023 was LPL Financial, an estimated $1.96M added.
- The largest STF Tactical Growth ETF seller in Q4 2023 was Transamerica Financial Advisors, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2023.