ClearBridge Focus Value ESG ETF
CFCV
CFCV was delisted on the 29th of October, 2024.
3 hedge funds and large institutions have $336K invested in ClearBridge Focus Value ESG ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 3 closing their positions.
25% less funds holding
Funds holding: 4 → 3 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
71% less capital invested
Capital invested by funds: $1.18M → $336K (-$840K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$329K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$73 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$720K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$245K |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $336K | +$329K | +9,000 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $75 | +$73 | +2 | New |
|
3
Morgan Stanley
New York
| $47 | – | – | – |
|
|
4
Franklin Resources
San Mateo,
California
| – | -$720K | -20,000 | Closed |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$245K | -6,805 | Closed |
|
|
TF
6
Trek Financial
Scottsdale,
Arizona
| – | -$212K | -5,888 | Closed |
|
CFCV Hedge Fund Activity: Q3 2024 in Review
3 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Focus Value ESG ETF (CFCV) for Q3 2024, worth a combined $336K — down 71% from $1.18M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CFCV and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $329K. The largest seller was Franklin Resources, exiting entirely with an estimated $720K sold.
- 3 institutional investors held ClearBridge Focus Value ESG ETF (CFCV) as of Q3 2024, down from 4 in Q2 2024.
- Funds reported $336K of ClearBridge Focus Value ESG ETF stock for Q3 2024, down 71% quarter-over-quarter.
- 2 funds opened new ClearBridge Focus Value ESG ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest ClearBridge Focus Value ESG ETF buyer in Q3 2024 was Citadel Advisors, an estimated $329K added.
- The largest ClearBridge Focus Value ESG ETF seller in Q3 2024 was Franklin Resources, an estimated $720K sold.
Based on aggregated 13F filings for Q3 2024.