Sterling Capital Focus Equity ETF
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.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AAP
1
Arax Advisory Partners
Denver,
Colorado
| $4.17M | -$924K | -34,214 | -18% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $3.55M | +$4.67K | +173 | +0.1% |
|
3
Truist Financial
Charlotte,
North Carolina
| $2.78M | +$179K | +6,608 | +7% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.33M | +$159K | +5,890 | +7% |
|
|
BOSSRA
5
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $2.07M | +$2.07M | +76,691 | New |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $1.7M | -$110K | -4,089 | -6% |
|
|
BCM
7
BluePath Capital Management
Atlanta,
Georgia
| $1.19M | +$223K | +8,259 | +23% |
|
8
LPL Financial
San Diego,
California
| $1.07M | +$1.07M | +39,730 | New |
|
|
DC
9
Davenport & Co
Richmond,
Virginia
| $968K | -$28.5K | -1,054 | -3% |
|
10
UBS Group
Zurich,
Switzerland
| $190K | +$190K | +7,029 | +351,450% |
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$219K | -7,153 | Closed |
|