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SCEC

Sterling Capital Enhanced Core Bond ETF

26 hedge funds and large institutions have $305M invested in Sterling Capital Enhanced Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $287M → $305M (+$17.2M)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5.15% less ownership

Funds ownership: 69.32%64.17% (-5.2%)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
5
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$132M -$2.19M -86,658 -2%
KFG
2
Kingdom Financial Group
Arizona
$45.5M +$1.17M +46,522 +3%
CAMG
3
CWA Asset Management Group
Florida
$36.1M +$5.16M +204,428 +17%
HBS
4
Howard Bailey Securities
Indiana
$27.8M +$1.21M +48,081 +5%
LI
5
LifeWealth Investments
Florida
$27.2M +$3.29M +130,293 +14%
Goldman Sachs
6
Goldman Sachs
New York
$7.91M +$7.84M +310,284 New
GWMIA
7
Global Wealth Management Investment Advisory
Florida
$6.76M -$66.1K -2,617 -1%
FI
8
FWG Investments
Kentucky
$6.37M +$318K +12,605 +5%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$3.47M -$519K -20,555 -13%
Q1WB
10
Quest 10 Wealth Builders
Virginia
$2.73M +$307K +12,142 +13%
LAS
11
Lloyd Advisory Services
Georgia
$1.62M -$146K -5,771 -8%
FA
12
FSA Advisors
Michigan
$1.6M +$133K +5,259 +9%
FWM
13
FLP Wealth Management
Arkansas
$1.44M +$298K +11,789 +26%
DRP
14
Decker Retirement Planning
Utah
$749K +$126K +4,986 +20%
Citadel Advisors
15
Citadel Advisors
Florida
$533K -$74.7K -2,957 -12%
ACM
16
AlphaStar Capital Management
North Carolina
$496K +$491K +19,450 New
GA
17
Guerra Advisors
Florida
$462K +$8.97K +355 +2%
PA
18
Pineridge Advisors
Missouri
$442K +$30.7K +1,214 +8%
Jane Street
19
Jane Street
New York
$390K -$6.42K -254 -2%
AWMNH
20
Arcadia Wealth Management (New Hampshire)
New Hampshire
$366K +$4.19K +166 +1%
CW
21
CreativeOne Wealth
Kansas
$310K +$307K +12,165 New
Truist Financial
22
Truist Financial
North Carolina
$289K +$287K +11,345 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$243K +$29.9K +1,184 +14%
LIA
24
LifePlan Investment Advisors
North Carolina
$228K +$7.45K +295 +3%
RFP
25
Root Financial Partners
California
$71.3K +$70.7K +2,799 New

SCEC Hedge Fund Activity: Q3 2025 in Review

26 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Enhanced Core Bond ETF (SCEC) for Q3 2025, worth a combined $305M — up 6% from $287M a quarter earlier.

Fund positioning in SCEC was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $7.84M. The largest seller was Transce3nd, exiting entirely with an estimated $2.37M sold.

  • 26 institutional investors held Sterling Capital Enhanced Core Bond ETF (SCEC) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $305M of Sterling Capital Enhanced Core Bond ETF stock for Q3 2025, up 6% quarter-over-quarter.
  • 5 funds opened new Sterling Capital Enhanced Core Bond ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Sterling Capital Enhanced Core Bond ETF buyer in Q3 2025 was Goldman Sachs, an estimated $7.84M added.
  • The largest Sterling Capital Enhanced Core Bond ETF seller in Q3 2025 was Transce3nd, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2025.