SGI Enhanced Market Leaders ETF
LDRX
11 hedge funds and large institutions have $216M invested in SGI Enhanced Market Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
1,152% more capital invested
Capital invested by funds: $17.3M → $216M (+$199M)
101.86% more ownership
Funds ownership: 9.47% → 111.33% (+102%)
57% more funds holding
Funds holding: 7 → 11 (+4)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$184M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$4.68M |
| 3 |
GS
GTS Securities
New York
|
+$527K |
| 4 |
LPL Financial
San Diego,
California
|
+$365K |
| 5 |
SC
SouthState Corp
Winter Haven,
Florida
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$352K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$66.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $192M | +$184M | +6,012,967 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8.73M | -$8.14K | -266 | -0.1% |
|
|
3
Wells Fargo
San Francisco,
California
| $5.15M | -$352K | -11,510 | -7% |
|
|
4
Comerica Bank
Dallas,
Texas
| $4.89M | +$4.68M | +152,951 | New |
|
|
CIA
5
Concurrent Investment Advisors
Tampa,
Florida
| $3.1M | +$2.69K | +88 | +0.1% |
|
|
WANY
6
Wealthspire Advisors (New York)
New York
| $696K | – | – | – |
|
|
GS
7
GTS Securities
New York
| $551K | +$527K | +17,225 | New |
|
|
SC
8
SouthState Corp
Winter Haven,
Florida
| $383K | +$26.3K | +859 | +8% |
|
|
9
LPL Financial
San Diego,
California
| $381K | +$365K | +11,908 | New |
|
|
ICM
10
Intrepid Capital Management
Jacksonville Beach,
Florida
| $232K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $86K | -$66.1K | -2,159 | -45% |
|
LDRX Hedge Fund Activity: Q3 2025 in Review
11 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SGI Enhanced Market Leaders ETF (LDRX) for Q3 2025, worth a combined $216M — up 1,152% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LDRX positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Summit Global Investments, opening a new position worth an estimated $184M. The largest seller was Wells Fargo, cutting an estimated $352K.
- 11 institutional investors held SGI Enhanced Market Leaders ETF (LDRX) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $216M of SGI Enhanced Market Leaders ETF stock for Q3 2025, up 1,152% quarter-over-quarter.
- 4 funds opened new SGI Enhanced Market Leaders ETF positions in Q3 2025 and 0 closed out, a net change of +4 holders.
- The largest SGI Enhanced Market Leaders ETF buyer in Q3 2025 was Summit Global Investments, an estimated $184M added.
- The largest SGI Enhanced Market Leaders ETF seller in Q3 2025 was Wells Fargo, an estimated $352K sold.
Based on aggregated 13F filings for Q3 2025.