Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
10 hedge funds and large institutions have $58.5M invested in Sterling Capital Focus Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
11% more capital invested
Capital invested by funds: $52.6M → $58.5M (+$5.88M)
1.39% more ownership
Funds ownership: 91.21% → 92.61% (+1.4%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$242K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$191K |
| 3 |
Rockefeller Capital Management
New York
|
+$189K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$128K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$74.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$645K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$611K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$352K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$129K |
| 5 |
JP Morgan Chase
New York
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $41.5M | -$611K | -25,835 | -2% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $6.31M | -$129K | -5,473 | -2% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.98M | +$57.1K | +2,413 | +1% |
|
|
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $1.72M | +$242K | +10,251 | +18% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $1.69M | -$645K | -27,280 | -29% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.43M | +$191K | +8,084 | +17% |
|
|
DC
7
Davenport & Co
Richmond,
Virginia
| $430K | +$74.4K | +3,145 | +23% |
|
|
8
Rockefeller Capital Management
New York
| $206K | +$189K | +8,000 | New |
|
|
CSPIA
9
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $139K | +$128K | +5,400 | New |
|
10
UBS Group
Zurich,
Switzerland
| $49.3K | +$15.6K | +661 | +53% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$352K | -15,465 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$38K | -1,673 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$23.7K | -1,040 | Closed |
|
LCG Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q2 2023, worth a combined $58.5M — up 11% from $52.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LCG and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was D.A. Davidson & Co, adding an estimated $242K. The largest seller was Truist Financial, cutting an estimated $645K.
- 10 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q2 2023, down from 11 in Q1 2023.
- Funds reported $58.5M of Sterling Capital Focus Equity ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 2 funds opened new Sterling Capital Focus Equity ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q2 2023 was D.A. Davidson & Co, an estimated $242K added.
- The largest Sterling Capital Focus Equity ETF seller in Q2 2023 was Truist Financial, an estimated $645K sold.
Based on aggregated 13F filings for Q2 2023.