Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
11 hedge funds and large institutions have $52.6M invested in Sterling Capital Focus Equity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and 3 closing their positions.
10% more capital invested
Capital invested by funds: $47.7M → $52.6M (+$4.9M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3.05% less ownership
Funds ownership: 94.27% → 91.21% (-3.1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.23M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$294K |
| 3 |
JP Morgan Chase
New York
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$409K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$218K |
| 5 |
Rockefeller Capital Management
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $37.3M | -$218K | -10,057 | -0.6% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $5.7M | -$149K | -6,840 | -3% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.35M | -$83.9K | -3,863 | -2% |
|
|
4
Truist Financial
Charlotte,
North Carolina
| $2.12M | -$1.11M | -51,022 | -35% |
|
|
DADC
5
D.A. Davidson & Co
Great Falls,
Montana
| $1.29M | +$1.23M | +56,563 | New |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.08M | -$1.24M | -57,045 | -55% |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $352K | -$60.4K | -2,782 | -15% |
|
|
DC
8
Davenport & Co
Richmond,
Virginia
| $308K | +$294K | +13,531 | New |
|
|
9
JP Morgan Chase
New York
| $38K | +$36.3K | +1,673 | New |
|
10
UBS Group
Zurich,
Switzerland
| $28.5K | -$151K | -6,938 | -85% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $23.7K | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$409K | -20,588 | Closed |
|
|
13
Rockefeller Capital Management
New York
| – | -$158K | -8,000 | Closed |
|
|
NA
14
NewEdge Advisors
New Orleans,
Louisiana
| – | -$14.9K | -750 | Closed |
|
LCG Hedge Fund Activity: Q1 2023 in Review
11 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q1 2023, worth a combined $52.6M — up 10% from $47.7M a quarter earlier.
Fund positioning in LCG was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 7 trimmed.
The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.23M. The largest seller was Envestnet Asset Management, cutting an estimated $1.24M.
- 11 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $52.6M of Sterling Capital Focus Equity ETF stock for Q1 2023, up 10% quarter-over-quarter.
- 3 funds opened new Sterling Capital Focus Equity ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Sterling Capital Focus Equity ETF buyer in Q1 2023 was D.A. Davidson & Co, an estimated $1.23M added.
- The largest Sterling Capital Focus Equity ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2023.