SGI US Large Cap Core ETF
SGLC
5 hedge funds and large institutions have $95.8M invested in SGI US Large Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
9% more capital invested
Capital invested by funds: $88.2M → $95.8M (+$7.59M)
5.12% more ownership
Funds ownership: 105.61% → 110.73% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$4.75M |
| 2 |
GS
GTS Securities
New York
|
+$262K |
| 3 |
Betterment LLC
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.03M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$657K |
| 3 |
Goldman Sachs
New York
|
-$299K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $92.8M | +$4.75M | +141,893 | +6% |
|
|
2
LPL Financial
San Diego,
California
| $1.51M | -$1.03M | -30,656 | -41% |
|
|
3
Betterment LLC
New York
| $929K | +$202K | +6,041 | +29% |
|
|
TFA
4
Transamerica Financial Advisors
St. Petersburg,
Florida
| $305K | – | – | – |
|
|
GS
5
GTS Securities
New York
| $273K | +$262K | +7,829 | New |
|
|
FNWA
6
Financial Network Wealth Advisors
Murray,
Utah
| $11 | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$657K | -19,749 | Closed |
|
|
8
Goldman Sachs
New York
| – | -$299K | -8,980 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$36.6K | -1,099 | Closed |
|
SGLC Hedge Fund Activity: Q2 2024 in Review
5 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q2 2024, worth a combined $95.8M — up 8.6% from $88.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SGLC and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Summit Global Investments, adding an estimated $4.75M. The largest seller was LPL Financial, cutting an estimated $1.03M.
- 5 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $95.8M of SGI US Large Cap Core ETF stock for Q2 2024, up 8.6% quarter-over-quarter.
- 1 fund opened new SGI US Large Cap Core ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest SGI US Large Cap Core ETF buyer in Q2 2024 was Summit Global Investments, an estimated $4.75M added.
- The largest SGI US Large Cap Core ETF seller in Q2 2024 was LPL Financial, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2024.