Tema U.S. Manufacturing & Reshoring ETF
WELD
24 hedge funds and large institutions have $106M invested in Tema U.S. Manufacturing & Reshoring ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
183% more capital invested
Capital invested by funds: $37.6M → $106M (+$68.7M)
36.49% more ownership
Funds ownership: 22.01% → 58.51% (+36%)
8% less funds holding
Funds holding: 26 → 24 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$63.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$352K |
| 4 |
LPL Financial
San Diego,
California
|
+$233K |
| 5 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$992K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$271K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$235K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$54.9K |
WELD Hedge Fund Activity: Q4 2025 in Review
24 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in Tema U.S. Manufacturing & Reshoring ETF (WELD) for Q4 2025, worth a combined $106M — up 183% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WELD and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 11 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $63.4M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $992K sold.
- 24 institutional investors held Tema U.S. Manufacturing & Reshoring ETF (WELD) as of Q4 2025, down from 26 in Q3 2025.
- Funds reported $106M of Tema U.S. Manufacturing & Reshoring ETF stock for Q4 2025, up 183% quarter-over-quarter.
- 3 funds opened new Tema U.S. Manufacturing & Reshoring ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest Tema U.S. Manufacturing & Reshoring ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $63.4M added.
- The largest Tema U.S. Manufacturing & Reshoring ETF seller in Q4 2025 was IHT Wealth Management, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2025.