Sterling Capital Focus Equity ETF
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.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $41.5M | -$666K | -25,835 | -2% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $6.31M | -$141K | -5,473 | -2% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.98M | +$62.2K | +2,413 | +1% |
|
|
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $1.72M | +$264K | +10,251 | +18% |
|
5
Truist Financial
Charlotte,
North Carolina
| $1.69M | -$703K | -27,280 | -29% |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.43M | +$208K | +8,084 | +17% |
|
|
DC
7
Davenport & Co
Richmond,
Virginia
| $430K | +$81.1K | +3,145 | +23% |
|
8
Rockefeller Capital Management
New York
| $206K | +$206K | +8,000 | New |
|
|
CSPIA
9
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $139K | +$139K | +5,400 | New |
|
10
UBS Group
Zurich,
Switzerland
| $49.3K | +$17K | +661 | +53% |
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$352K | -15,465 | Closed |
|
12
JPMorgan Chase & Co
New York
| – | -$38K | -1,673 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$23.7K | -1,040 | Closed |
|