Sendero Wealth Management LLC Acquires 522,252 Shares of Eagle Capital Select Equity ETF $EAGL

Sendero Wealth Management LLC increased its holdings in shares of Eagle Capital Select Equity ETF (NYSEARCA:EAGL) by 28.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,349,314 shares of the company’s stock after purchasing an additional 522,252 shares during the quarter. Eagle Capital Select Equity ETF makes up approximately 8.5% of Sendero Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Sendero Wealth Management LLC’s holdings in Eagle Capital Select Equity ETF were worth $76,259,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Citizens Financial Group Inc. RI acquired a new stake in Eagle Capital Select Equity ETF during the third quarter worth approximately $16,904,000. Lowe Brockenbrough & Co. Inc. lifted its position in shares of Eagle Capital Select Equity ETF by 13.6% during the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 545,058 shares of the company’s stock worth $17,039,000 after buying an additional 65,250 shares during the last quarter. Glenmede Investment Management LP boosted its holdings in shares of Eagle Capital Select Equity ETF by 42.4% in the 3rd quarter. Glenmede Investment Management LP now owns 1,411,288 shares of the company’s stock valued at $44,117,000 after buying an additional 420,230 shares in the last quarter. Rector Church Wardens & Vestrymen of Trinity Church in the City of New York boosted its holdings in shares of Eagle Capital Select Equity ETF by 24.1% in the 3rd quarter. Rector Church Wardens & Vestrymen of Trinity Church in the City of New York now owns 4,238,092 shares of the company’s stock valued at $132,483,000 after buying an additional 821,687 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its position in shares of Eagle Capital Select Equity ETF by 156.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,154,552 shares of the company’s stock valued at $34,844,000 after buying an additional 703,694 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Eagle Capital Select Equity ETF Price Performance

Shares of NYSEARCA:EAGL opened at $29.88 on Friday. Eagle Capital Select Equity ETF has a 12 month low of $24.58 and a 12 month high of $33.88. The firm has a market capitalization of $3.42 billion, a P/E ratio of 19.27 and a beta of 0.77. The company’s fifty day moving average price is $31.84 and its 200 day moving average price is $31.88.

Eagle Capital Select Equity ETF Dividend Announcement

The company also recently announced an annual dividend, which was paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 30th were given a dividend of $0.1784 per share. The ex-dividend date was Tuesday, December 30th. This represents a dividend yield of 55.0%.

Eagle Capital Select Equity ETF Profile

The Eagle Capital Select Equity ETF (EAGL) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that invests in value stocks from around the globe, selected based on the advisers estimate of long-term intrinsic value. The ETF converted from a separately managed account. EAGL was launched on Mar 21, 2024 and is issued by Eagle.