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Logan Capital Broad Innovative Growth ETF

4 hedge funds and large institutions have $76.4M invested in Logan Capital Broad Innovative Growth ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 34 (+1)

26% more capital invested

Capital invested by funds: $60.7M → $76.4M (+$15.7M)

13.54% more ownership

Funds ownership: 86.13%99.67% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Logan Capital Management
Pennsylvania
$64.8M -$165K -3,176 -0.3%
TC
2
TownSquare Capital
Utah
$10.9M +$10.6M +204,089 New
GS
3
GTS Securities
New York
$709K -$307K -5,904 -31%
Morgan Stanley
4
Morgan Stanley
New York
$72 +$52 +1 New
UBS Group
5
UBS Group
Switzerland
-$538 -11 Closed

LCLG Hedge Fund Activity: Q4 2024 in Review

4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Logan Capital Broad Innovative Growth ETF (LCLG) for Q4 2024, worth a combined $76.4M — up 26% from $60.7M a quarter earlier.

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

The largest buyer was TownSquare Capital, opening a new position worth an estimated $10.6M. The largest seller was GTS Securities, cutting an estimated $307K.

  • 4 institutional investors held Logan Capital Broad Innovative Growth ETF (LCLG) as of Q4 2024, up from 3 in Q3 2024.
  • Funds reported $76.4M of Logan Capital Broad Innovative Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 2 funds opened new Logan Capital Broad Innovative Growth ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest Logan Capital Broad Innovative Growth ETF buyer in Q4 2024 was TownSquare Capital, an estimated $10.6M added.
  • The largest Logan Capital Broad Innovative Growth ETF seller in Q4 2024 was GTS Securities, an estimated $307K sold.

Based on aggregated 13F filings for Q4 2024.