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WLTH

LifeGoal Wealth Builder ETF

Delisted

WLTH was delisted on the 12th of June, 2023.

0 hedge funds and large institutions have $0 invested in LifeGoal Wealth Builder ETF in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 10 (-1)

100% less capital invested

Capital invested by funds: $132K → $0 (-$132K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
Holders Change
-1
Holders Change %
-100%
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
-$132K -16,017 Closed

WLTH Hedge Fund Activity: Q1 2023 in Review

0 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LifeGoal Wealth Builder ETF (WLTH) for Q1 2023, worth a combined $0 — down 100% from $132K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WLTH and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Citadel Advisors, exiting entirely with an estimated $132K sold.

  • 0 institutional investors held LifeGoal Wealth Builder ETF (WLTH) as of Q1 2023, down from 1 in Q4 2022.
  • Funds reported $0 of LifeGoal Wealth Builder ETF stock for Q1 2023, down 100% quarter-over-quarter.
  • 0 funds opened new LifeGoal Wealth Builder ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest LifeGoal Wealth Builder ETF seller in Q1 2023 was Citadel Advisors, an estimated $132K sold.

Based on aggregated 13F filings for Q1 2023.