Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
6 hedge funds and large institutions have $18.6M invested in Sterling Capital Focus Equity ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 6 → 6 (0)
16% less capital invested
Capital invested by funds: $22.2M → $18.6M (-$3.63M)
40.5% less ownership
Funds ownership: 111.99% → 71.48% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.68M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.71M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$76.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$8.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $12.1M | +$3.68M | +139,829 | +43% |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $4.7M | +$1.05M | +39,907 | +28% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.69M | +$1.71M | +64,946 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $76K | +$76.5K | +2,907 | New |
|
|
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $25K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $16K | – | – | – |
|
|
SS
7
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$8.05M | -304,681 | Closed |
|
LCG Hedge Fund Activity: Q1 2021 in Review
6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q1 2021, worth a combined $18.6M — down 16% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LCG positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $3.68M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $8.05M sold.
- 6 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $18.6M of Sterling Capital Focus Equity ETF stock for Q1 2021, down 16% quarter-over-quarter.
- 2 funds opened new Sterling Capital Focus Equity ETF positions in Q1 2021 and 1 closed out, a net change of +1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q1 2021 was AE Wealth Management, an estimated $3.68M added.
- The largest Sterling Capital Focus Equity ETF seller in Q1 2021 was Simplicity Solutions, an estimated $8.05M sold.
Based on aggregated 13F filings for Q1 2021.