STF Tactical Growth & Income ETF
TUGN
7 hedge funds and large institutions have $30M invested in STF Tactical Growth & Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
8% more capital invested
Capital invested by funds: $27.7M → $30M (+$2.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.67% less ownership
Funds ownership: 79.39% → 71.72% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$325K |
| 2 |
LPL Financial
San Diego,
California
|
+$240K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$145K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$42.7K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$42.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$741K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QAM
1
Q3 Asset Management
Birmingham,
Michigan
| $19M | -$741K | -34,153 | -4% |
|
|
TFA
2
Transamerica Financial Advisors
St. Petersburg,
Florida
| $8.07M | +$42.4K | +1,951 | +0.6% |
|
|
HI
3
Harbour Investments
Madison,
Wisconsin
| $2.28M | +$145K | +6,700 | +7% |
|
|
4
Citadel Advisors
Miami,
Florida
| $342K | +$325K | +14,969 | New |
|
|
5
LPL Financial
San Diego,
California
| $252K | +$240K | +11,060 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $44.9K | +$42.7K | +1,967 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3.06K | – | – | – |
|
TUGN Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in STF Tactical Growth & Income ETF (TUGN) for Q4 2023, worth a combined $30M — up 8.2% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TUGN positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $325K. The largest seller was Q3 Asset Management, cutting an estimated $741K.
- 7 institutional investors held STF Tactical Growth & Income ETF (TUGN) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $30M of STF Tactical Growth & Income ETF stock for Q4 2023, up 8.2% quarter-over-quarter.
- 3 funds opened new STF Tactical Growth & Income ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest STF Tactical Growth & Income ETF buyer in Q4 2023 was Citadel Advisors, an estimated $325K added.
- The largest STF Tactical Growth & Income ETF seller in Q4 2023 was Q3 Asset Management, an estimated $741K sold.
Based on aggregated 13F filings for Q4 2023.