EAGL

Eagle Capital Select Equity ETF
EAGL

Overview Fund Activity

32 hedge funds and large institutions have $189M invested in Eagle Capital Select Equity ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
1
Prodigy Asset Management
Nebraska
$8.87M
2
Brown Advisory
2
Brown Advisory
Maryland
$10.9M
3
WA
3
Wealthstream Advisors
New York
$5.54M
4
SWM
4
Sendero Wealth Management
Texas
$18.5M
5
TSWM
5
Triangle Securities Wealth Management
North Carolina
$3.91M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$776K
2
AO
2
Advisor OS
Illinois
$3.11M
3
Jane Street
3
Jane Street
New York
$0
4
UB
4
UMB Bank
Missouri
$10.2M
5
SWG
5
Summit Wealth Group
Vermont
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
1
Commerce Bank
Missouri
$21.8M 783,230 – –
SWM
2
Sendero Wealth Management
Texas
$18.5M 664,359 +186,835 +39%
BFS
3
Burkett Financial Services
South Carolina
$17.9M 644,021 -669 -0.1%
ST
4
Sentinel Trust
Texas
$13.8M 493,735 – –
RDWM
5
Red Door Wealth Management
Tennessee
$12.1M 432,703 +10,709 +3%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$11.7M 412,587 – –
Brown Advisory
7
Brown Advisory
Maryland
$10.9M 392,593 +256,421 +188%
SWG
8
Summit Wealth Group
Vermont
$10.2M 365,971 -40,720 -10%
UB
9
UMB Bank
Missouri
$10.2M 365,626 -40,755 -10%
PAM
10
Prodigy Asset Management
Nebraska
$8.87M 318,377 +318,377 New
YIA
11
YHB Investment Advisors
Connecticut
$8.69M 312,008 – –
PC
12
Permanens Capital
New York
$6.95M 249,683 +43,376 +21%
GT
13
Glenmede Trust
Pennsylvania
$6.34M 227,557 +123,407 +118%
WA
14
Wealthstream Advisors
New York
$5.54M 198,935 +198,935 New
HighTower Advisors
15
HighTower Advisors
Illinois
$5.35M 191,988 +31,328 +19%
TSWM
16
Triangle Securities Wealth Management
North Carolina
$3.91M 140,440 +140,440 New
AO
17
Advisor OS
Illinois
$3.11M 111,714 -59,184 -35%
Northern Trust
18
Northern Trust
Illinois
$1.94M 69,518 -27,252 -28%
Lazard Asset Management
19
Lazard Asset Management
New York
$1.64M 58,875 +28,730 +95%
CA
20
Clearstead Advisors
Ohio
$1.42M 51,072 +3,544 +7%
FA
21
Fiduciary Alliance
South Carolina
$1.42M 50,894 +50,894 New
FTUS
22
Flow Traders U.S.
New York
$1.19M 42,577 +34,535 +429%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.06M 38,210 +38,210 New
UBS Group
24
UBS Group
Switzerland
$1.02M 36,632 +18,521 +102%
Corient Private Wealth
25
Corient Private Wealth
Florida
$776K 27,849 -61,956 -69%
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