Sterling Capital Focus Equity ETF
10 hedge funds and large institutions have $66M invested in Sterling Capital Focus Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $44.6M | -$1.25M | -43,623 | -3% |
|
|
AAP
2
Arax Advisory Partners
Denver,
Colorado
| $6.4M | -$434K | -15,225 | -6% |
|
|
BOSSRA
3
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $6.38M | +$519K | +18,223 | +9% |
|
4
Truist Financial
Charlotte,
North Carolina
| $2.34M | +$144K | +5,054 | +7% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.98M | -$27.2K | -955 | -1% |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.95M | +$174K | +6,113 | +10% |
|
|
DC
7
Davenport & Co
Richmond,
Virginia
| $900K | +$224K | +7,862 | +33% |
|
|
BCM
8
BluePath Capital Management
Atlanta,
Georgia
| $874K | +$163K | +5,809 | +23% |
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $572K | +$572K | +20,100 | New |
|
10
UBS Group
Zurich,
Switzerland
| $1.85K | -$46.6K | -1,635 | -96% |
|
|
CSPIA
11
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$171K | -7,400 | Closed |
|
12
JPMorgan Chase & Co
New York
| – | -$2.32K | -100 | Closed |
|