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Conductor Global Equity Value ETF
CGV

Overview Fund Activity

15 hedge funds and large institutions have $86.3M invested in Conductor Global Equity Value ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.73M
2
Truist Financial
2
Truist Financial
North Carolina
$5.62M
3
BIP
3
Blueprint Investment Partners
North Carolina
$3.42M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$43.5M
5
Jane Street
5
Jane Street
New York
$983K

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.37M
3
UBS Group
3
UBS Group
Switzerland
$3.01K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$43.5M 3,203,397 +238,015 +8%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.37M 690,678 -43,864 -6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.03M 591,246 +29,400 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.73M 422,370 +422,370 New
Truist Financial
5
Truist Financial
North Carolina
$5.62M 417,962 +417,962 New
WA
6
Waddell & Associates
Tennessee
$4.79M 352,653 +3,608 +1%
BIP
7
Blueprint Investment Partners
North Carolina
$3.42M 252,051 +252,051 New
BA
8
Brightwater Advisory
Florida
$2.05M 151,379 +58,005 +62%
LPL Financial
9
LPL Financial
California
$1.43M 105,353 +2,356 +2%
Jane Street
10
Jane Street
New York
$983K 72,438 +72,438 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$658K 48,474 +657 +1%
Comerica Bank
12
Comerica Bank
Texas
$590K 43,430 +22,139 +104%
TSMHT
13
Thurston Springer Miller Herd & Titak
Indiana
$89.4K 6,590 – –
UBS Group
14
UBS Group
Switzerland
$3.01K 222 -12,347 -98%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$14 1 +1 New
CWG
16
Cornerstone Wealth Group
North Carolina
– – -301,821 Closed
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –