Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
9 hedge funds and large institutions have $19.7M invested in Sterling Capital Focus Equity ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
10% less funds holding
Funds holding: 10 → 9 (-1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
70% less capital invested
Capital invested by funds: $66M → $19.7M (-$46.3M)
72.82% less ownership
Funds ownership: 100.44% → 27.62% (-73%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$423K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$317K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$154K |
| 4 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$41.9M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$6.38M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$380K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$42.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
1
Arax Advisory Partners
Denver,
Colorado
| $5.77M | -$1.06M | -36,210 | -16% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.01M | -$41.9M | -1,427,088 | -92% |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $2.95M | +$423K | +14,425 | +18% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.46M | +$317K | +10,800 | +16% |
|
|
DADC
5
D.A. Davidson & Co
Great Falls,
Montana
| $2.05M | -$42.5K | -1,449 | -2% |
|
|
DC
6
Davenport & Co
Richmond,
Virginia
| $1.13M | +$154K | +5,259 | +17% |
|
|
BCM
7
BluePath Capital Management
Atlanta,
Georgia
| $1.1M | +$139K | +4,738 | +15% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $219K | -$380K | -12,947 | -64% |
|
9
UBS Group
Zurich,
Switzerland
| $61 | -$1.85K | -63 | -97% |
|
|
BOSSRA
10
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$6.38M | -224,029 | Closed |
|
LCG Hedge Fund Activity: Q1 2024 in Review
9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q1 2024, worth a combined $19.7M — down 70% from $66M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of LCG and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Truist Financial, adding an estimated $423K. The largest seller was AE Wealth Management, cutting an estimated $41.9M.
- 9 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $19.7M of Sterling Capital Focus Equity ETF stock for Q1 2024, down 70% quarter-over-quarter.
- 0 funds opened new Sterling Capital Focus Equity ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q1 2024 was Truist Financial, an estimated $423K added.
- The largest Sterling Capital Focus Equity ETF seller in Q1 2024 was AE Wealth Management, an estimated $41.9M sold.
Based on aggregated 13F filings for Q1 2024.