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EAGL

Eagle Capital Select Equity ETF

27 hedge funds and large institutions have $153M invested in Eagle Capital Select Equity ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding

Funds holding: 1727 (+10)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $119M → $153M (+$34.1M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.33% more ownership

Funds ownership: 5.98%7.32% (+1.3%)

Holders
27
Holders Change
+10
Holders Change %
+58.82%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
6
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1
Commerce Bank
Missouri
$21.4M
BFS
2
Burkett Financial Services
South Carolina
$17.6M +$17.1M +644,690 New
ST
3
Sentinel Trust
Texas
$13.5M
SWM
4
Sendero Wealth Management
Texas
$13.1M +$607K +22,868 +5%
RDWM
5
Red Door Wealth Management
Tennessee
$11.5M -$15.1K -570 -0.1%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$11.3M
SWG
7
Summit Wealth Group
Vermont
$11.1M +$7.69K +290 +0.1%
UB
8
UMB Bank
Missouri
$11.1M
YIA
9
YHB Investment Advisors
Connecticut
$8.54M
PC
10
Permanens Capital
New York
$5.64M +$2.34M +88,252 +75%
AO
11
Advisor OS
Illinois
$4.68M -$942K -35,525 -17%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.39M +$161K +6,054 +4%
Brown Advisory
13
Brown Advisory
Maryland
$3.73M +$3.61M +136,172 New
GT
14
Glenmede Trust
Pennsylvania
$2.85M +$2.76M +104,150 New
Northern Trust
15
Northern Trust
Illinois
$2.65M -$2.07M -78,186 -45%
Corient Private Wealth
16
Corient Private Wealth
Florida
$2.46M
Jane Street
17
Jane Street
New York
$1.4M +$1.36M +51,303 New
CA
18
Clearstead Advisors
Ohio
$1.3M +$1.26M +47,528 New
BW
19
Bison Wealth
Georgia
$1.06M +$790K +29,784 +337%
Lazard Asset Management
20
Lazard Asset Management
New York
$825K +$800K +30,145 New
KFC
21
Klingenstein Fields & Co
New York
$629K +$248K +9,357 +69%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$511K +$495K +18,663 New
UBS Group
23
UBS Group
Switzerland
$496K +$480K +18,111 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$356K +$345K +13,021 New
ACGA
25
Atlanta Consulting Group Advisors
Georgia
$353K -$52.3K -1,972 -13%

EAGL Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Select Equity ETF (EAGL) for Q3 2024, worth a combined $153M — up 29% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EAGL positions and 0 closed out — a net gain of 10 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Burkett Financial Services, opening a new position worth an estimated $17.1M. The largest seller was Northern Trust, cutting an estimated $2.07M.

  • 27 institutional investors held Eagle Capital Select Equity ETF (EAGL) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $153M of Eagle Capital Select Equity ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 10 funds opened new Eagle Capital Select Equity ETF positions in Q3 2024 and 0 closed out, a net change of +10 holders.
  • The largest Eagle Capital Select Equity ETF buyer in Q3 2024 was Burkett Financial Services, an estimated $17.1M added.
  • The largest Eagle Capital Select Equity ETF seller in Q3 2024 was Northern Trust, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2024.