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WealthTrust DBS Long Term Growth ETF

3 hedge funds and large institutions have $29.3M invested in WealthTrust DBS Long Term Growth ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

16% more capital invested

Capital invested by funds: $25.4M → $29.3M (+$3.93M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 88.13%87.44% (-0.69%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
1
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
$28.7M +$2.13M +76,748 +8%
GS
2
GTS Securities
New York
$598K +$575K +20,705 New
UBS Group
3
UBS Group
Switzerland
$10.1K +$9.72K +350 New

WLTG Hedge Fund Activity: Q3 2024 in Review

3 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q3 2024, worth a combined $29.3M — up 16% from $25.4M a quarter earlier.

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

The largest buyer was WealthTrust Asset Management, adding an estimated $2.13M.

  • 3 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q3 2024, up from 1 in Q2 2024.
  • Funds reported $29.3M of WealthTrust DBS Long Term Growth ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 2 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q3 2024 was WealthTrust Asset Management, an estimated $2.13M added.

Based on aggregated 13F filings for Q3 2024.