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Institutions Adjust Investments: Shifting from TD Bank to Tokenized Assets and Dividend Exchange-Traded Funds

Institutions Adjust Investments: Shifting from TD Bank to Tokenized Assets and Dividend Exchange-Traded Funds

Bitget-RWA2025/10/25 19:06
By:Bitget-RWA

- Institutional investors are shifting portfolios toward tokenized funds and dividend ETFs amid evolving market dynamics. - Keystone Financial Planning sold 95% of TD Bank shares, reallocating to Schwab ETFs as part of risk-mitigation strategy. - Schwab's $1.5B TD Bank stock repurchase highlights growing institutional confidence in traditional banking sector recovery. - Laser Digital's $200M Tokenized Carry Fund bridges traditional finance and digital assets through regulated alternative investments. - TD

As market conditions shift, institutional investors are actively adjusting their holdings, revealing significant changes in both conventional and digital asset classes. While established financial institutions remain central, there is growing interest in innovative products such as tokenized funds and structured investment vehicles.

Institutions Adjust Investments: Shifting from TD Bank to Tokenized Assets and Dividend Exchange-Traded Funds image 0

Keystone Financial Planning has recently sold off more than 95% of its shares in TD Bank (NYSE:TD), amounting to 114,695 shares worth $8.4 million, as reported by

. This sale leaves the firm with just 0.1% of its assets under management (AUM) in TD Bank, marking a deliberate pivot toward more stable stocks like the Schwab U.S. Dividend Equity ETF (SCHD), which now comprises 48.8% of its AUM. Experts believe this move corresponds with TD Bank's efforts to recover from previous regulatory issues, such as a $3 billion penalty for money laundering and restrictions on its U.S. business. With TD Bank shares rising 26.82% so far this year, Keystone’s decision to exit may reflect faith in the bank’s turnaround under new CEO Raymond Chun. Regulatory documents also show that currently owns about $82.85 million in TD Bank shares.

At the same time,

(SCHW) has revealed a $1.5 billion buyback of its own stock from a TD Bank affiliate, following a secondary sale of TD’s 10.1% stake, according to . This action highlights Schwab’s strategy to reinforce its equity base while maintaining financial flexibility. The move coincides with Schwab’s robust institutional infrastructure supporting new ventures in digital assets, such as tokenized investment funds.

Within the digital asset sector, Laser Digital has introduced the

(LCF) on the Network, utilizing KAIO’s institutional-grade platform to deliver regulated alternative investment options. With backing from over $200 million in assets contributed by major players like BlackRock and Brevan Howard, this fund serves as a link between traditional finance and decentralized markets. Although a cryptocurrency itself, the LCF’s programmable design demonstrates the increasing institutional appetite for tokenized investment products.

TD Asset Management has also emphasized income-oriented strategies, announcing February payouts for its ETFs, such as the TD Canadian Bank Dividend Index ETF (TBNK), which distributes $0.10 per unit, as detailed in a

. These actions mirror broader market patterns, with TD Bank’s recent annual dividend increase to $4.20 (yielding 5.2%) and a 13.59% return on equity in Q3 2025 appealing to investors seeking steady income.

Analyst opinions on TD Bank remain divided, with a

even after recent upgrades from Royal Bank of Canada and Jefferies Financial Group. The stock’s 12-month peak of $82.08 and a price-to-earnings ratio of 9.39 indicate cautious optimism, though regulatory uncertainties and sector instability continue to be concerns.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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