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CornerCap Fundametrics Large-Cap ETF

10 hedge funds and large institutions have $181M invested in CornerCap Fundametrics Large-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1
EP Wealth Advisors
California
$179M -$1.69M -40,606 -0.9%
Goldman Sachs
2
Goldman Sachs
New York
$1.33M +$613K +14,720 +85%
MA
3
Montag & Associates
Georgia
$283K
SMA
4
Sage Mountain Advisors
Georgia
$230K
DC
5
Davenport & Co
Virginia
$220K -$104K -2,500 -32%
BCM
6
Buckhead Capital Management
Georgia
$205K -$2.25K -54 -1%
Wells Fargo
7
Wells Fargo
California
$116K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$112K +$64.4K +1,551 +135%
UBS Group
9
UBS Group
Switzerland
$20.8K +$18.1K +434 +658%
GWM
10
Geneos Wealth Management
Colorado
$5.25K +$5.25K +126 New
Jane Street
11
Jane Street
New York
-$284K -6,740 Closed
Citadel Advisors
12
Citadel Advisors
Florida
-$211K -4,999 Closed