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Logan Capital Broad Innovative Growth ETF

5 hedge funds and large institutions have $73.2M invested in Logan Capital Broad Innovative Growth ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 45 (+1)

8.48% more ownership

Funds ownership: 99.67%108.14% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

4% less capital invested

Capital invested by funds: $76.4M → $73.2M (-$3.14M)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
2
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Logan Capital Management
Pennsylvania
$57.9M -$192K -3,638 -0.3%
TC
2
TownSquare Capital
Utah
$14.9M +$5.68M +107,431 +53%
GS
3
GTS Securities
New York
$289K -$386K -7,287 -55%
Morgan Stanley
4
Morgan Stanley
New York
$148K +$164K +3,096 +309,600%
UBS Group
5
UBS Group
Switzerland
$39.7K +$44K +832 New

LCLG Hedge Fund Activity: Q1 2025 in Review

5 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Logan Capital Broad Innovative Growth ETF (LCLG) for Q1 2025, worth a combined $73.2M — down 4.1% from $76.4M a quarter earlier.

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

The largest buyer was TownSquare Capital, adding an estimated $5.68M. The largest seller was GTS Securities, cutting an estimated $386K.

  • 5 institutional investors held Logan Capital Broad Innovative Growth ETF (LCLG) as of Q1 2025, up from 4 in Q4 2024.
  • Funds reported $73.2M of Logan Capital Broad Innovative Growth ETF stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 1 fund opened new Logan Capital Broad Innovative Growth ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
  • The largest Logan Capital Broad Innovative Growth ETF buyer in Q1 2025 was TownSquare Capital, an estimated $5.68M added.
  • The largest Logan Capital Broad Innovative Growth ETF seller in Q1 2025 was GTS Securities, an estimated $386K sold.

Based on aggregated 13F filings for Q1 2025.