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WealthTrust DBS Long Term Growth ETF

2 hedge funds and large institutions have $11M invested in WealthTrust DBS Long Term Growth ETF in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $10.3M → $11M (+$766K)

3.84% more ownership

Funds ownership: 93.69%97.52% (+3.8%)

0% more funds holding

Funds holding: 22 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$11M +$425K +20,744 +4%
UBS Group
2
UBS Group
Switzerland
$10.3K +$7.69K +375 +300%

WLTG Hedge Fund Activity: Q1 2023 in Review

2 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q1 2023, worth a combined $11M — up 7.5% from $10.3M a quarter earlier.

Fund positioning in WLTG was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was WealthTrust Asset Management, adding an estimated $425K.

  • 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $11M of WealthTrust DBS Long Term Growth ETF stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q1 2023 and 0 closed out.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q1 2023 was WealthTrust Asset Management, an estimated $425K added.

Based on aggregated 13F filings for Q1 2023.