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Logan Capital Broad Innovative Growth ETF

4 hedge funds and large institutions have $51.2M invested in Logan Capital Broad Innovative Growth ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

17% more capital invested

Capital invested by funds: $43.6M → $51.2M (+$7.6M)

0.56% more ownership

Funds ownership: 86.42%86.98% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Logan Capital Management
Pennsylvania
$49.9M -$446K -12,158 -1%
GS
2
GTS Securities
New York
$1.06M +$493K +13,443 +106%
Citadel Advisors
3
Citadel Advisors
Florida
$280K +$255K +6,956 New
UBS Group
4
UBS Group
Switzerland
$40 +$37 +1 New

LCLG Hedge Fund Activity: Q4 2023 in Review

4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Logan Capital Broad Innovative Growth ETF (LCLG) for Q4 2023, worth a combined $51.2M — up 17% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LCLG positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was GTS Securities, adding an estimated $493K. The largest seller was Logan Capital Management, cutting an estimated $446K.

  • 4 institutional investors held Logan Capital Broad Innovative Growth ETF (LCLG) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $51.2M of Logan Capital Broad Innovative Growth ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 2 funds opened new Logan Capital Broad Innovative Growth ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Logan Capital Broad Innovative Growth ETF buyer in Q4 2023 was GTS Securities, an estimated $493K added.
  • The largest Logan Capital Broad Innovative Growth ETF seller in Q4 2023 was Logan Capital Management, an estimated $446K sold.

Based on aggregated 13F filings for Q4 2023.