Sterling Capital Focus Equity ETF
LCG was delisted on the 17th of November, 2025.
10 hedge funds and large institutions have $20M invested in Sterling Capital Focus Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
3.93% more ownership
Funds ownership: 27.62% → 31.55% (+3.9%)
2% more capital invested
Capital invested by funds: $19.7M → $20M (+$343K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$2.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.11M |
| 3 |
BCM
BluePath Capital Management
Atlanta,
Georgia
|
+$230K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$196K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$953K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$219K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$114K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$29.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
1
Arax Advisory Partners
Denver,
Colorado
| $4.17M | -$953K | -34,214 | -18% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $3.55M | +$4.82K | +173 | +0.1% |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $2.78M | +$184K | +6,608 | +7% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.33M | +$164K | +5,890 | +7% |
|
|
BOSSRA
5
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $2.07M | +$2.14M | +76,691 | New |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.7M | -$114K | -4,089 | -6% |
|
|
BCM
7
BluePath Capital Management
Atlanta,
Georgia
| $1.19M | +$230K | +8,259 | +23% |
|
|
8
LPL Financial
San Diego,
California
| $1.07M | +$1.11M | +39,730 | New |
|
|
DC
9
Davenport & Co
Richmond,
Virginia
| $968K | -$29.4K | -1,054 | -3% |
|
|
10
UBS Group
Zurich,
Switzerland
| $190K | +$196K | +7,029 | +351,450% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$219K | -7,153 | Closed |
|
LCG Hedge Fund Activity: Q2 2024 in Review
10 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Focus Equity ETF (LCG) for Q2 2024, worth a combined $20M — up 1.7% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LCG positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was B.O.S.S. Retirement Advisors, opening a new position worth an estimated $2.14M. The largest seller was Arax Advisory Partners, cutting an estimated $953K.
- 10 institutional investors held Sterling Capital Focus Equity ETF (LCG) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $20M of Sterling Capital Focus Equity ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
- 2 funds opened new Sterling Capital Focus Equity ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Sterling Capital Focus Equity ETF buyer in Q2 2024 was B.O.S.S. Retirement Advisors, an estimated $2.14M added.
- The largest Sterling Capital Focus Equity ETF seller in Q2 2024 was Arax Advisory Partners, an estimated $953K sold.
Based on aggregated 13F filings for Q2 2024.