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LDRX
SGI Enhanced Market Leaders ETF
LDRX
LDRX
11 hedge funds and large institutions have $223M invested in SGI Enhanced Market Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.42% more ownership
Funds ownership: 111.33% → 112.75% (+1.4%)
3% more capital invested
Capital invested by funds: $216M → $223M (+$6.57M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.05M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$8.84K |
Top Sellers
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$1.69M |
| 2 |
GS
GTS Securities
New York
|
-$551K |
| 3 |
SC
SouthState Corp
Winter Haven,
Florida
|
-$249K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$189K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $196M | -$1.69M | -51,658 | -0.9% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8.92M | -$61.1K | -1,865 | -0.7% |
|
|
3
Wells Fargo
San Francisco,
California
| $5.11M | -$189K | -5,760 | -4% |
|
4
Comerica Bank
Dallas,
Texas
| $5.03M | – | – | – |
|
|
CIA
5
Concurrent Investment Advisors
Tampa,
Florida
| $3.2M | +$8.84K | +270 | +0.3% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $3.06M | +$3.05M | +93,003 | New |
|
|
WANY
7
Wealthspire Advisors (New York)
New York
| $705K | -$11.4K | -349 | -2% |
|
8
LPL Financial
San Diego,
California
| $392K | – | – | – |
|
|
ICM
9
Intrepid Capital Management
Jacksonville Beach,
Florida
| $239K | – | – | – |
|
|
SC
10
SouthState Corp
Winter Haven,
Florida
| $144K | -$249K | -7,600 | -63% |
|
11
UBS Group
Zurich,
Switzerland
| $34.6K | -$53.6K | -1,638 | -61% |
|
|
GS
12
GTS Securities
New York
| – | -$551K | -17,225 | Closed |
|