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Sterling Capital Focus Equity ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$37.3M -$229K -10,057 -0.6%
AAP
2
Arax Advisory Partners
Colorado
$5.7M -$156K -6,840 -3%
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$4.35M -$88K -3,863 -2%
Truist Financial
4
Truist Financial
North Carolina
$2.12M -$1.16M -51,022 -35%
DADC
5
D.A. Davidson & Co
Montana
$1.29M +$1.29M +56,563 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.08M -$1.3M -57,045 -55%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$352K -$63.4K -2,782 -15%
DC
8
Davenport & Co
Virginia
$308K +$308K +13,531 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$38K +$38K +1,673 New
UBS Group
10
UBS Group
Switzerland
$28.5K -$158K -6,938 -85%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.7K
Citadel Advisors
12
Citadel Advisors
Florida
-$409K -20,588 Closed
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
-$158K -8,000 Closed
NA
14
NewEdge Advisors
Louisiana
-$14.9K -750 Closed