Tema U.S. Manufacturing & Reshoring ETF
WELD
48 hedge funds and large institutions have $108M invested in Tema U.S. Manufacturing & Reshoring ETF in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
47% more capital invested
Capital invested by funds: $73.6M → $108M (+$34.9M)
37% more funds holding
Funds holding: 35 → 48 (+13)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
4.51% more ownership
Funds ownership: 30.83% → 35.34% (+4.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.65M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.25M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.58M |
| 5 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.59M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.9M |
| 3 |
Jane Street
New York
|
-$1.13M |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$983K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$823K |
WELD Hedge Fund Activity: Q2 2026 in Review
48 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Tema U.S. Manufacturing & Reshoring ETF (WELD) for Q2 2026, worth a combined $108M — up 47% from $73.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WELD positions and 2 closed out — a net gain of 14 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.65M. The largest seller was Susquehanna International Group, cutting an estimated $9.59M.
- 48 institutional investors held Tema U.S. Manufacturing & Reshoring ETF (WELD) as of Q2 2026, up from 35 in Q1 2026.
- Funds reported $108M of Tema U.S. Manufacturing & Reshoring ETF stock for Q2 2026, up 47% quarter-over-quarter.
- 16 funds opened new Tema U.S. Manufacturing & Reshoring ETF positions in Q2 2026 and 2 closed out, a net change of +14 holders.
- The largest Tema U.S. Manufacturing & Reshoring ETF buyer in Q2 2026 was Morgan Stanley, an estimated $7.65M added.
- The largest Tema U.S. Manufacturing & Reshoring ETF seller in Q2 2026 was Susquehanna International Group, an estimated $9.59M sold.
Based on aggregated 13F filings for Q2 2026.