Sterling Capital Focus Equity ETF
11 hedge funds and large institutions have $53.6M invested in Sterling Capital Focus Equity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
4
Closed
1
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
| $37.1M | -$215K | -9,264 | -0.6% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $5.56M | -$109K | -4,705 | -2% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.77M | +$294K | +12,710 | +7% |
|
4
Truist Financial
Charlotte,
North Carolina
| $1.78M | +$259K | +11,200 | +17% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.63M | +$354K | +15,280 | +28% |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.44M | -$105K | -4,519 | -7% |
|
|
BCM
7
BluePath Capital Management
Atlanta,
Georgia
| $587K | +$587K | +25,347 | New |
|
|
DC
8
Davenport & Co
Richmond,
Virginia
| $550K | +$164K | +7,070 | +42% |
|
|
CSPIA
9
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $171K | +$46.3K | +2,000 | +37% |
|
10
UBS Group
Zurich,
Switzerland
| $39.4K | -$4.93K | -213 | -11% |
|
11
JPMorgan Chase & Co
New York
| $2.32K | +$2.32K | +100 | New |
|
12
Rockefeller Capital Management
New York
| – | -$206K | -8,000 | Closed |
|