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WLTH

LifeGoal Wealth Builder ETF
WLTH

Delisted

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

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3 hedge funds and large institutions have $224K invested in LifeGoal Wealth Builder ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

65% more capital invested

Capital invested by funds: $136K → $224K (+$88K)

50% more funds holding

Funds holding: 2 → 3 (+1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$131K
2
UBS Group
UBS Group
Switzerland
+$10K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$33.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$120K +$131K +15,618 New
Citadel Advisors
2
Citadel Advisors
Florida
$95K -$33.8K -4,019 -25%
UBS Group
3
UBS Group
Switzerland
$9K +$10K +1,190 New

WLTH Hedge Fund Activity: Q3 2022 in Review

3 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in LifeGoal Wealth Builder ETF (WLTH) for Q3 2022, worth a combined $224K — up 65% from $136K a quarter earlier.

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

The largest buyer was Jane Street, opening a new position worth an estimated $131K. The largest seller was Citadel Advisors, cutting an estimated $33.8K.

  • 3 institutional investors held LifeGoal Wealth Builder ETF (WLTH) as of Q3 2022, up from 2 in Q2 2022.
  • Funds reported $224K of LifeGoal Wealth Builder ETF stock for Q3 2022, up 65% quarter-over-quarter.
  • 2 funds opened new LifeGoal Wealth Builder ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest LifeGoal Wealth Builder ETF buyer in Q3 2022 was Jane Street, an estimated $131K added.
  • The largest LifeGoal Wealth Builder ETF seller in Q3 2022 was Citadel Advisors, an estimated $33.8K sold.

Based on aggregated 13F filings for Q3 2022.