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WLTH

LifeGoal Wealth Builder ETF
WLTH

Delisted

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

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1 hedge funds and large institutions have $132K invested in LifeGoal Wealth Builder ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% less capital invested

Capital invested by funds: $224K → $132K (-$92.3K)

67% less funds holding

Funds holding: 3 → 1 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
1
Holders Change
-2
Holders Change %
-66.67%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$30.4K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$120K
2
UBS Group
UBS Group
Switzerland
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$132K +$30.4K +3,746 +31%
Jane Street
2
Jane Street
New York
– -$120K -15,618 Closed
UBS Group
3
UBS Group
Switzerland
– -$9K -1,190 Closed

WLTH Hedge Fund Activity: Q4 2022 in Review

1 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in LifeGoal Wealth Builder ETF (WLTH) for Q4 2022, worth a combined $132K — down 41% from $224K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WLTH and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Citadel Advisors, adding an estimated $30.4K. The largest seller was Jane Street, exiting entirely with an estimated $120K sold.

  • 1 institutional investor held LifeGoal Wealth Builder ETF (WLTH) as of Q4 2022, down from 3 in Q3 2022.
  • Funds reported $132K of LifeGoal Wealth Builder ETF stock for Q4 2022, down 41% quarter-over-quarter.
  • 0 funds opened new LifeGoal Wealth Builder ETF positions in Q4 2022 and 2 closed out, a net change of -2 holders.
  • The largest LifeGoal Wealth Builder ETF buyer in Q4 2022 was Citadel Advisors, an estimated $30.4K added.
  • The largest LifeGoal Wealth Builder ETF seller in Q4 2022 was Jane Street, an estimated $120K sold.

Based on aggregated 13F filings for Q4 2022.