SGI US Large Cap Core ETF
SGLC
8 hedge funds and large institutions have $107M invested in SGI US Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
1.45% more ownership
Funds ownership: 110.21% → 111.66% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $109M → $107M (-$2.61M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$10.2M |
| 2 |
Betterment LLC
New York
|
+$460K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$249K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$4.51M |
| 2 |
LPL Financial
San Diego,
California
|
-$161K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$17.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $102M | +$10.2M | +285,327 | +10% |
|
|
2
Betterment LLC
New York
| $2.11M | +$460K | +12,868 | +25% |
|
|
GS
3
GTS Securities
New York
| $1.26M | -$4.51M | -126,307 | -77% |
|
|
4
LPL Financial
San Diego,
California
| $1.12M | -$161K | -4,495 | -12% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $229K | +$249K | +6,980 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $29.7K | +$32.3K | +905 | New |
|
7
AssetMark Inc
Concord,
California
| $17.1K | – | – | – |
|
|
TFA
8
Transamerica Financial Advisors
St. Petersburg,
Florida
| $9K | -$17.1K | -479 | -64% |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$10.6K | -299 | Closed |
|
SGLC Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q4 2024, worth a combined $107M — down 2.4% from $109M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SGLC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Summit Global Investments, adding an estimated $10.2M. The largest seller was GTS Securities, cutting an estimated $4.51M.
- 8 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $107M of SGI US Large Cap Core ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
- 2 funds opened new SGI US Large Cap Core ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest SGI US Large Cap Core ETF buyer in Q4 2024 was Summit Global Investments, an estimated $10.2M added.
- The largest SGI US Large Cap Core ETF seller in Q4 2024 was GTS Securities, an estimated $4.51M sold.
Based on aggregated 13F filings for Q4 2024.