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SCEC

Sterling Capital Enhanced Core Bond ETF

28 hedge funds and large institutions have $317M invested in Sterling Capital Enhanced Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

8% more funds holding

Funds holding: 2628 (+2)

1.13% more ownership

Funds ownership: 64.17%65.29% (+1.1%)

4% more capital invested

Capital invested by funds: $305M → $317M (+$12.9M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
8
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$134M +$2.99M +117,441 +2%
KFG
2
Kingdom Financial Group
Arizona
$55.5M +$10.3M +404,462 +23%
CAMG
3
CWA Asset Management Group
Florida
$39.7M +$3.79M +148,757 +11%
HBS
4
Howard Bailey Securities
Indiana
$28.4M +$789K +30,956 +3%
KCM
5
Key Capital Management
Tennessee
$17.7M +$17.8M +698,179 New
LI
6
LifeWealth Investments
Florida
$14.7M -$12.5M -488,550 -46%
GWMIA
7
Global Wealth Management Investment Advisory
Florida
$6.57M -$158K -6,180 -2%
FI
8
FWG Investments
Kentucky
$6.43M +$98.2K +3,851 +2%
Q1WB
9
Quest 10 Wealth Builders
Virginia
$3.08M +$366K +14,362 +13%
CA
10
Centennial Advisors
Texas
$2.16M +$2.17M +85,170 New
FWM
11
FLP Wealth Management
Arkansas
$1.95M +$523K +20,516 +36%
FA
12
FSA Advisors
Michigan
$1.69M +$100K +3,922 +6%
LAS
13
Lloyd Advisory Services
Georgia
$1.5M -$113K -4,445 -7%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$837K -$2.63M -103,097 -76%
DRP
15
Decker Retirement Planning
Utah
$747K +$1.71K +67 +0.2%
Truist Financial
16
Truist Financial
North Carolina
$526K +$239K +9,392 +83%
LIA
17
LifePlan Investment Advisors
North Carolina
$445K +$219K +8,598 +96%
Goldman Sachs
18
Goldman Sachs
New York
$389K -$7.52M -294,938 -95%
CW
19
CreativeOne Wealth
Kansas
$308K
NA
20
Networth Advisors
Pennsylvania
$239K +$241K +9,441 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$234K -$8.41K -330 -3%
AWMNH
22
Arcadia Wealth Management (New Hampshire)
New Hampshire
$208K -$158K -6,188 -43%
PA
23
Procyon Advisors
Connecticut
$203K +$204K +8,004 New
HI
24
Harbour Investments
Wisconsin
$44.6K +$44.8K +1,759 New
RFP
25
Root Financial Partners
California
$24K -$47.2K -1,851 -66%

SCEC Hedge Fund Activity: Q4 2025 in Review

28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Enhanced Core Bond ETF (SCEC) for Q4 2025, worth a combined $317M — up 4.2% from $305M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SCEC positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Kingdom Financial Group, adding an estimated $10.3M. The largest seller was LifeWealth Investments, cutting an estimated $12.5M.

  • 28 institutional investors held Sterling Capital Enhanced Core Bond ETF (SCEC) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $317M of Sterling Capital Enhanced Core Bond ETF stock for Q4 2025, up 4.2% quarter-over-quarter.
  • 8 funds opened new Sterling Capital Enhanced Core Bond ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest Sterling Capital Enhanced Core Bond ETF buyer in Q4 2025 was Kingdom Financial Group, an estimated $10.3M added.
  • The largest Sterling Capital Enhanced Core Bond ETF seller in Q4 2025 was LifeWealth Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2025.