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WealthTrust DBS Long Term Growth ETF

2 hedge funds and large institutions have $23.8M invested in WealthTrust DBS Long Term Growth ETF in 2024 Q1 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $15.5M → $23.8M (+$8.29M)

3.94% more ownership

Funds ownership: 91.75%95.69% (+3.9%)

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
0.01%
New
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
WAM
WealthTrust Asset Management
Florida
+$5.88M
2
GS
GTS Securities
New York
+$200K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$23.3M +$5.88M +240,659 +37%
GS
2
GTS Securities
New York
$518K +$200K +8,182 +69%

WLTG Hedge Fund Activity: Q1 2024 in Review

2 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q1 2024, worth a combined $23.8M — up 54% from $15.5M a quarter earlier.

Fund positioning in WLTG was balanced in Q1 2024: 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 $5.88M.

  • 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $23.8M of WealthTrust DBS Long Term Growth ETF stock for Q1 2024, up 54% quarter-over-quarter.
  • 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q1 2024 and 0 closed out.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q1 2024 was WealthTrust Asset Management, an estimated $5.88M added.

Based on aggregated 13F filings for Q1 2024.