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Logan Capital Broad Innovative Growth ETF
LCLG

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $77.1M invested in Logan Capital Broad Innovative Growth ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

12.76% less ownership

Funds ownership: 108.14% → 95.39% (-13%)

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$421K
2
+$348K
3
+$97K
4
UBS Group
UBS Group
Switzerland
+$952

Top Sellers

1
-$9.54M
2
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1
Logan Capital Management
Pennsylvania
$58.4M
TC
2
TownSquare Capital
Utah
$17.8M
GS
3
GTS Securities
New York
$760K
NS
4
NBC Securities
Alabama
$97K
UBS Group
5
UBS Group
Switzerland
$47.5K
Morgan Stanley
6
Morgan Stanley
New York
–