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WealthTrust DBS Long Term Growth ETF

3 hedge funds and large institutions have $9.22M invested in WealthTrust DBS Long Term Growth ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more capital invested

Capital invested by funds: $1.09M → $9.22M (+$8.13M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

80.64% more ownership

Funds ownership: 19.74%100.38% (+81%)

50% more funds holding

Funds holding: 23 (+1)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$8.38M +$9.02M +410,742 New
SFS
2
Sowell Financial Services
Arkansas
$824K +$278K +12,645 +46%
UBS Group
3
UBS Group
Switzerland
$12K +$13.4K +611 New
Citadel Advisors
4
Citadel Advisors
Florida
-$425K -17,679 Closed

WLTG Hedge Fund Activity: Q2 2022 in Review

3 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q2 2022, worth a combined $9.22M — up 745% from $1.09M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WLTG positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was WealthTrust Asset Management, opening a new position worth an estimated $9.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $425K sold.

  • 3 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q2 2022, up from 2 in Q1 2022.
  • Funds reported $9.22M of WealthTrust DBS Long Term Growth ETF stock for Q2 2022, up 745% quarter-over-quarter.
  • 2 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q2 2022 and 1 closed out, a net change of +1 holder.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q2 2022 was WealthTrust Asset Management, an estimated $9.02M added.
  • The largest WealthTrust DBS Long Term Growth ETF seller in Q2 2022 was Citadel Advisors, an estimated $425K sold.

Based on aggregated 13F filings for Q2 2022.