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EAGL

Eagle Capital Select Equity ETF

33 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.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

24% more capital invested

Capital invested by funds: $153M → $189M (+$36.1M)

22% more funds holding

Funds holding: 2733 (+6)

1.32% more ownership

Funds ownership: 7.32%8.63% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1
Commerce Bank
Missouri
$21.8M
SWM
2
Sendero Wealth Management
Texas
$18.5M +$5.26M +186,835 +39%
BFS
3
Burkett Financial Services
South Carolina
$17.9M -$18.8K -669 -0.1%
ST
4
Sentinel Trust
Texas
$13.8M
RDWM
5
Red Door Wealth Management
Tennessee
$12.1M +$302K +10,709 +3%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$11.7M
Brown Advisory
7
Brown Advisory
Maryland
$10.9M +$7.22M +256,421 +188%
SWG
8
Summit Wealth Group
Vermont
$10.2M -$1.15M -40,720 -10%
UB
9
UMB Bank
Missouri
$10.2M -$1.15M -40,755 -10%
PAM
10
Prodigy Asset Management
Nebraska
$8.87M +$8.97M +318,377 New
YIA
11
YHB Investment Advisors
Connecticut
$8.69M
PC
12
Permanens Capital
New York
$6.95M +$1.22M +43,376 +21%
GT
13
Glenmede Trust
Pennsylvania
$6.34M +$3.48M +123,407 +118%
WA
14
Wealthstream Advisors
New York
$5.54M +$5.6M +198,935 New
HighTower Advisors
15
HighTower Advisors
Illinois
$5.35M +$882K +31,328 +19%
TSWM
16
Triangle Securities Wealth Management
North Carolina
$3.91M +$3.95M +140,440 New
AO
17
Advisor OS
Illinois
$3.11M -$1.67M -59,184 -35%
Northern Trust
18
Northern Trust
Illinois
$1.94M -$767K -27,252 -28%
Lazard Asset Management
19
Lazard Asset Management
New York
$1.64M +$809K +28,730 +95%
CA
20
Clearstead Advisors
Ohio
$1.42M +$99.8K +3,544 +7%
FA
21
Fiduciary Alliance
South Carolina
$1.42M +$1.43M +50,894 New
FTUS
22
Flow Traders U.S.
New York
$1.19M +$973K +34,535 +429%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.06M +$1.08M +38,210 New
UBS Group
24
UBS Group
Switzerland
$1.02M +$522K +18,521 +102%
Corient Private Wealth
25
Corient Private Wealth
Florida
$776K -$1.74M -61,956 -69%

EAGL Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Select Equity ETF (EAGL) for Q4 2024, worth a combined $189M — up 24% from $153M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EAGL positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Brown Advisory, adding an estimated $7.22M. The largest seller was Corient Private Wealth, cutting an estimated $1.74M.

  • 33 institutional investors held Eagle Capital Select Equity ETF (EAGL) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $189M of Eagle Capital Select Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 9 funds opened new Eagle Capital Select Equity ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Eagle Capital Select Equity ETF buyer in Q4 2024 was Brown Advisory, an estimated $7.22M added.
  • The largest Eagle Capital Select Equity ETF seller in Q4 2024 was Corient Private Wealth, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.