SGI US Large Cap Core ETF
SGLC
6 hedge funds and large institutions have $75.5M invested in SGI US Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $68.2M → $75.5M (+$7.27M)
4.96% more ownership
Funds ownership: 80.06% → 85.03% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 7 → 6 (-1)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$504K |
| 2 |
GS
GTS Securities
New York
|
-$385K |
| 3 |
LPL Financial
San Diego,
California
|
-$70.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$59.3K |
| 5 |
AssetMark Inc
Concord,
California
|
-$31.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Summit Global Investments
Bountiful,
Utah
| $72.3M | +$1.86M | +58,746 | +3% |
|
|
2
Betterment LLC
New York
| $1.91M | -$504K | -15,938 | -22% |
|
|
3
LPL Financial
San Diego,
California
| $900K | -$70.6K | -2,233 | -8% |
|
|
GS
4
GTS Securities
New York
| $360K | -$385K | -12,172 | -54% |
|
|
TFA
5
Transamerica Financial Advisors
St. Petersburg,
Florida
| $9.21K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.67K | -$59.3K | -1,877 | -95% |
|
|
7
AssetMark Inc
Concord,
California
| – | -$31.8K | -1,024 | Closed |
|
SGLC Hedge Fund Activity: Q2 2025 in Review
6 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q2 2025, worth a combined $75.5M — up 11% from $68.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SGLC and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Summit Global Investments, adding an estimated $1.86M. The largest seller was Betterment LLC, cutting an estimated $504K.
- 6 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q2 2025, down from 7 in Q1 2025.
- Funds reported $75.5M of SGI US Large Cap Core ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 0 funds opened new SGI US Large Cap Core ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
- The largest SGI US Large Cap Core ETF buyer in Q2 2025 was Summit Global Investments, an estimated $1.86M added.
- The largest SGI US Large Cap Core ETF seller in Q2 2025 was Betterment LLC, an estimated $504K sold.
Based on aggregated 13F filings for Q2 2025.