SGI US Large Cap Core ETF
SGLC
7 hedge funds and large institutions have $109M invested in SGI US Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
14% more capital invested
Capital invested by funds: $95.8M → $109M (+$13.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 110.73% → 110.21% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$5.5M |
| 2 |
GS
GTS Securities
New York
|
+$5.43M |
| 3 |
Betterment LLC
New York
|
+$864K |
| 4 |
AssetMark Inc
Concord,
California
|
+$18.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$276K |
| 2 |
LPL Financial
San Diego,
California
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $100M | +$5.5M | +158,732 | +6% |
|
|
GS
2
GTS Securities
New York
| $5.85M | +$5.43M | +156,943 | +2,005% |
|
|
3
Betterment LLC
New York
| $1.83M | +$864K | +24,957 | +94% |
|
|
4
LPL Financial
San Diego,
California
| $1.37M | -$168K | -4,861 | -11% |
|
|
TFA
5
Transamerica Financial Advisors
St. Petersburg,
Florida
| $27K | -$276K | -7,976 | -91% |
|
|
6
AssetMark Inc
Concord,
California
| $18.5K | +$18.1K | +522 | New |
|
|
7
Wells Fargo
San Francisco,
California
| $10.6K | +$10.4K | +299 | New |
|
SGLC Hedge Fund Activity: Q3 2024 in Review
7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q3 2024, worth a combined $109M — up 14% from $95.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SGLC positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Summit Global Investments, adding an estimated $5.5M. The largest seller was Transamerica Financial Advisors, cutting an estimated $276K.
- 7 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $109M of SGI US Large Cap Core ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 2 funds opened new SGI US Large Cap Core ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest SGI US Large Cap Core ETF buyer in Q3 2024 was Summit Global Investments, an estimated $5.5M added.
- The largest SGI US Large Cap Core ETF seller in Q3 2024 was Transamerica Financial Advisors, an estimated $276K sold.
Based on aggregated 13F filings for Q3 2024.