Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
10 hedge funds and large institutions have $66M invested in Sterling Capital Focus Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
23% more capital invested
Capital invested by funds: $53.6M → $66M (+$12.3M)
7.06% more ownership
Funds ownership: 93.38% → 100.44% (+7.1%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$501K |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$454K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$196K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$152K |
| 5 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.09M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$380K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$171K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$40.8K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $44.6M | -$1.09M | -43,623 | -3% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $6.4M | -$380K | -15,225 | -6% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $6.38M | +$454K | +18,223 | +9% |
|
4
Truist Financial
Charlotte,
North Carolina
| $2.34M | +$126K | +5,054 | +7% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.98M | -$23.8K | -955 | -1% |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.95M | +$152K | +6,113 | +10% |
|
|
DC
7
Davenport & Co
Richmond,
Virginia
| $900K | +$196K | +7,862 | +33% |
|
|
BCM
8
BluePath Capital Management
Atlanta,
Georgia
| $874K | +$145K | +5,809 | +23% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $572K | +$501K | +20,100 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $1.85K | -$40.8K | -1,635 | -96% |
|
|
CSPIA
11
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$171K | -7,400 | Closed |
|
12
JP Morgan Chase
New York
| – | -$2.32K | -100 | Closed |
|
LCG Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q4 2023, worth a combined $66M — up 23% from $53.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LCG and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $501K. The largest seller was AE Wealth Management, cutting an estimated $1.09M.
- 10 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q4 2023, down from 11 in Q3 2023.
- Funds reported $66M of Sterling Capital Focus Equity ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 1 fund opened new Sterling Capital Focus Equity ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $501K added.
- The largest Sterling Capital Focus Equity ETF seller in Q4 2023 was AE Wealth Management, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2023.