Tema U.S. Manufacturing & Reshoring ETF
WELD
27 hedge funds and large institutions have $71.7M invested in Tema U.S. Manufacturing & Reshoring ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
23% more funds holding
Funds holding: 22 → 27 (+5)
0.62% more ownership
Funds ownership: 47.32% → 47.94% (+0.62%)
26% less capital invested
Capital invested by funds: $96.5M → $71.7M (-$24.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$37.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.13M |
| 5 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$71.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$728K |
| 3 |
Jane Street
New York
|
-$709K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$421K |
| 5 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
-$361K |
WELD Hedge Fund Activity: Q2 2025 in Review
27 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Tema U.S. Manufacturing & Reshoring ETF (WELD) for Q2 2025, worth a combined $71.7M — down 26% from $96.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WELD positions and 5 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $37.2M. The largest seller was Waddell & Associates, exiting entirely with an estimated $71.1M sold.
- 27 institutional investors held Tema U.S. Manufacturing & Reshoring ETF (WELD) as of Q2 2025, up from 22 in Q1 2025.
- Funds reported $71.7M of Tema U.S. Manufacturing & Reshoring ETF stock for Q2 2025, down 26% quarter-over-quarter.
- 10 funds opened new Tema U.S. Manufacturing & Reshoring ETF positions in Q2 2025 and 5 closed out, a net change of +5 holders.
- The largest Tema U.S. Manufacturing & Reshoring ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $37.2M added.
- The largest Tema U.S. Manufacturing & Reshoring ETF seller in Q2 2025 was Waddell & Associates, an estimated $71.1M sold.
Based on aggregated 13F filings for Q2 2025.