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Conductor Global Equity Value ETF
CGV

Overview Fund Activity

14 hedge funds and large institutions have $85.7M invested in Conductor Global Equity Value ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
-5
Holders Change %
-26.32%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$3.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.16M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.26M
4
WA
Waddell & Associates
Tennessee
+$599K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$357K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.25M
2
BIP
Blueprint Investment Partners
North Carolina
-$1.01M
3
Jane Street
Jane Street
New York
-$838K
4
FTUS
Flow Traders U.S.
New York
-$676K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$39.5M +$357K +28,557 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.84M +$3.16M +252,792 +56%
Truist Financial
3
Truist Financial
North Carolina
$8.84M +$3.16M +252,792 +56%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$8.82M +$1.26M +100,811 +17%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.14M -$344K -27,513 -5%
WA
6
Waddell & Associates
Tennessee
$5.06M +$599K +47,954 +13%
Mariner
7
Mariner
Kansas
$3.51M -$20.7K -1,661 -0.6%
BA
8
Brightwater Advisory
Florida
$2.51M +$141K +11,261 +6%
LPL Financial
9
LPL Financial
California
$1.13M -$63.1K -5,056 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$592K -$17.4K -1,393 -3%
Jane Street
11
Jane Street
New York
$338K -$838K -67,127 -71%
Comerica Bank
12
Comerica Bank
Texas
$285K -$87.2K -6,983 -23%
TSMHT
13
Thurston Springer Miller Herd & Titak
Indiana
$82.3K – – –
UBS Group
14
UBS Group
Switzerland
$73.1K -$23.7K -1,899 -24%
Citadel Advisors
15
Citadel Advisors
Florida
– -$1.25M -99,609 Closed
BIP
16
Blueprint Investment Partners
North Carolina
– -$1.01M -80,425 Closed
FTUS
17
Flow Traders U.S.
New York
– -$676K -53,894 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$184K -14,684 Closed
LWANC
19
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$16.7K -1,333 Closed