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EAGL

Eagle Capital Select Equity ETF
EAGL

17 hedge funds and large institutions have $119M invested in Eagle Capital Select Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more funds holding

Funds holding: 8 → 17 (+9)

100% more capital invested

Capital invested by funds: $59.4M → $119M (+$59.5M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2.66% more ownership

Funds ownership: 3.32% → 5.98% (+2.7%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ST
Sentinel Trust
Texas
+$12.7M
2
RDWM
Red Door Wealth Management
Tennessee
+$10.8M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$10.6M
4
UB
UMB Bank
Missouri
+$10.4M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
AO
Advisor OS
Illinois
-$199K
2
YIA
YHB Investment Advisors
Connecticut
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1
Commerce Bank
Missouri
$20.7M +$2.48M +96,520 +14%
ST
2
Sentinel Trust
Texas
$13.1M +$12.7M +493,735 New
SWM
3
Sendero Wealth Management
Texas
$12M – – –
RDWM
4
Red Door Wealth Management
Tennessee
$11.2M +$10.8M +422,564 New
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$11M +$10.6M +412,587 New
SWG
6
Summit Wealth Group
Vermont
$10.8M +$513 +20 +0%
UB
7
UMB Bank
Missouri
$10.8M +$10.4M +406,381 New
YIA
8
YHB Investment Advisors
Connecticut
$8.26M -$195K -7,600 -2%
AO
9
Advisor OS
Illinois
$5.46M -$199K -7,779 -4%
Northern Trust
10
Northern Trust
Illinois
$4.63M – – –
HighTower Advisors
11
HighTower Advisors
Illinois
$4.09M +$3.96M +154,606 New
PC
12
Permanens Capital
New York
$3.12M +$3.03M +118,055 New
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.38M – – –
FTUS
14
Flow Traders U.S.
New York
$467K +$453K +17,656 New
ACGA
15
Atlanta Consulting Group Advisors
Georgia
$394K +$382K +14,880 New
KFC
16
Klingenstein Fields & Co
New York
$361K +$350K +13,634 New
BW
17
Bison Wealth
Georgia
$223K – – –

EAGL Hedge Fund Activity: Q2 2024 in Review

17 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Select Equity ETF (EAGL) for Q2 2024, worth a combined $119M — up 100% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EAGL positions and 0 closed out — a net gain of 9 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Sentinel Trust, opening a new position worth an estimated $12.7M. The largest seller was Advisor OS, cutting an estimated $199K.

  • 17 institutional investors held Eagle Capital Select Equity ETF (EAGL) as of Q2 2024, up from 8 in Q1 2024.
  • Funds reported $119M of Eagle Capital Select Equity ETF stock for Q2 2024, up 100% quarter-over-quarter.
  • 9 funds opened new Eagle Capital Select Equity ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
  • The largest Eagle Capital Select Equity ETF buyer in Q2 2024 was Sentinel Trust, an estimated $12.7M added.
  • The largest Eagle Capital Select Equity ETF seller in Q2 2024 was Advisor OS, an estimated $199K sold.

Based on aggregated 13F filings for Q2 2024.