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WLTH

LifeGoal Wealth Builder ETF

Delisted

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

2 hedge funds and large institutions have $136K invested in LifeGoal Wealth Builder ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$143K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$136K +$143K +16,290 New

WLTH Hedge Fund Activity: Q2 2022 in Review

2 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in LifeGoal Wealth Builder ETF (WLTH) for Q2 2022, worth a combined $136K.

Fund positioning in WLTH was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $143K.

  • 2 institutional investors held LifeGoal Wealth Builder ETF (WLTH) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $136K of LifeGoal Wealth Builder ETF stock for Q2 2022.
  • 1 fund opened new LifeGoal Wealth Builder ETF positions in Q2 2022 and 1 closed out, a net change of 0 holders.
  • The largest LifeGoal Wealth Builder ETF buyer in Q2 2022 was Citadel Advisors, an estimated $143K added.

Based on aggregated 13F filings for Q2 2022.