Conductor Global Equity Value ETF
CGV
12 hedge funds and large institutions have $72M invested in Conductor Global Equity Value ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
24.22% less ownership
Funds ownership: 81.51% → 57.29% (-24%)
28% less capital invested
Capital invested by funds: $99.8M → $72M (-$27.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$915K |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$683K |
| 3 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$260K |
| 4 |
Jane Street
New York
|
+$220K |
| 5 |
BA
Brightwater Advisory
Tampa,
Florida
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$21.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.5M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$6.21M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$75.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$60.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $28.4M | -$21.9M | -1,384,238 | -43% |
|
|
2
Focus Partners Wealth
Boston,
Massachusetts
| $12.2M | +$683K | +43,123 | +6% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $9.25M | +$915K | +57,793 | +11% |
|
|
WA
4
Waddell & Associates
Memphis,
Tennessee
| $6.17M | -$75.5K | -4,770 | -1% |
|
5
Mariner
Overland Park,
Kansas
| $4.56M | +$9.26K | +585 | +0.2% |
|
|
BA
6
Brightwater Advisory
Tampa,
Florida
| $3.79M | +$213K | +13,460 | +6% |
|
7
LPL Financial
San Diego,
California
| $2.23M | +$38.1K | +2,407 | +2% |
|
|
8
Truist Financial
Charlotte,
North Carolina
| $1.85M | -$6.21M | -392,408 | -77% |
|
|
9
Envestnet Asset Management
Chicago,
Illinois
| $1.65M | -$6.5M | -410,468 | -79% |
|
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.06M | -$60.5K | -3,820 | -5% |
|
|
CSP
11
Cary Street Partners
Richmond,
Virginia
| $644K | +$260K | +16,415 | +65% |
|
|
12
Jane Street
New York
| $214K | +$220K | +13,882 | New |
|
13
UBS Group
Zurich,
Switzerland
| – | -$722 | -49 | Closed |
|
CGV Hedge Fund Activity: Q1 2026 in Review
12 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Conductor Global Equity Value ETF (CGV) for Q1 2026, worth a combined $72M — down 28% from $99.8M a quarter earlier.
Fund positioning in CGV was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $915K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $21.9M.
- 12 institutional investors held Conductor Global Equity Value ETF (CGV) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $72M of Conductor Global Equity Value ETF stock for Q1 2026, down 28% quarter-over-quarter.
- 1 fund opened new Conductor Global Equity Value ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Conductor Global Equity Value ETF buyer in Q1 2026 was Cetera Investment Advisers, an estimated $915K added.
- The largest Conductor Global Equity Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2026.