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SGI US Large Cap Core ETF

5 hedge funds and large institutions have $126M invested in SGI US Large Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 25 (+3)

27% more capital invested

Capital invested by funds: $99.1M → $126M (+$27.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.74% less ownership

Funds ownership: 143.13%133.39% (-9.7%)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Summit Global Investments
Utah
$97.6M +$22.9M +824,459 +30%
TFA
2
Transamerica Financial Advisors
Florida
$25.5M +$3.03M +109,183 +13%
LPL Financial
3
LPL Financial
California
$1.65M +$1.7M +61,017 New
GS
4
GTS Securities
New York
$1.13M +$1.16M +41,722 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$298K +$306K +11,022 New

SGLC Hedge Fund Activity: Q3 2023 in Review

5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q3 2023, worth a combined $126M — up 27% from $99.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SGLC positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Summit Global Investments, adding an estimated $22.9M.

  • 5 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $126M of SGI US Large Cap Core ETF stock for Q3 2023, up 27% quarter-over-quarter.
  • 3 funds opened new SGI US Large Cap Core ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest SGI US Large Cap Core ETF buyer in Q3 2023 was Summit Global Investments, an estimated $22.9M added.

Based on aggregated 13F filings for Q3 2023.