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Logan Capital Broad Innovative Growth ETF

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

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more capital invested

Capital invested by funds: $73.2M → $77.1M (+$3.88M)

0% more funds holding

Funds holding: 55 (0)

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 %
0%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
1
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Logan Capital Management
Pennsylvania
$58.4M -$8.65M -170,561 -14%
TC
2
TownSquare Capital
Utah
$17.8M +$315K +6,209 +2%
GS
3
GTS Securities
New York
$760K +$382K +7,528 +124%
NS
4
NBC Securities
Alabama
$97K +$88.3K +1,740 New
UBS Group
5
UBS Group
Switzerland
$47.5K +$862 +17 +2%
Morgan Stanley
6
Morgan Stanley
New York
-$148K -3,097 Closed

LCLG Hedge Fund Activity: Q2 2025 in Review

5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Logan Capital Broad Innovative Growth ETF (LCLG) for Q2 2025, worth a combined $77.1M — up 5.3% from $73.2M a quarter earlier.

Fund positioning in LCLG was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was GTS Securities, adding an estimated $382K. The largest seller was Logan Capital Management, cutting an estimated $8.65M.

  • 5 institutional investors held Logan Capital Broad Innovative Growth ETF (LCLG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $77.1M of Logan Capital Broad Innovative Growth ETF stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 1 fund opened new Logan Capital Broad Innovative Growth ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest Logan Capital Broad Innovative Growth ETF buyer in Q2 2025 was GTS Securities, an estimated $382K added.
  • The largest Logan Capital Broad Innovative Growth ETF seller in Q2 2025 was Logan Capital Management, an estimated $8.65M sold.

Based on aggregated 13F filings for Q2 2025.