We are live on ! Find out more
CGV icon

Conductor Global Equity Value ETF
CGV

12 hedge funds and large institutions have $99.8M invested in Conductor Global Equity Value ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less capital invested

Capital invested by funds: $103M → $99.8M (-$2.74M)

1.63% less ownership

Funds ownership: 83.14% → 81.51% (-1.6%)

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$886K
2
CSP
Cary Street Partners
Virginia
+$370K
3
LPL Financial
LPL Financial
California
+$184K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$141K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$106K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3M
2
Truist Financial
Truist Financial
North Carolina
-$2.99M
3
Citadel Advisors
Citadel Advisors
Florida
-$427K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$48.4M +$886K +60,590 +2%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$11M +$106K +7,228 +1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.97M +$141K +9,630 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.62M -$3M -205,013 -28%
Truist Financial
5
Truist Financial
North Carolina
$7.55M -$2.99M -204,649 -29%
WA
6
Waddell & Associates
Tennessee
$5.96M +$23.7K +1,619 +0.4%
Mariner
7
Mariner
Kansas
$4.34M +$80.2K +5,485 +2%
BA
8
Brightwater Advisory
Florida
$3.42M +$95.3K +6,521 +3%
LPL Financial
9
LPL Financial
California
$2.09M +$184K +12,598 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.07M +$13.7K +936 +1%
CSP
11
Cary Street Partners
Virginia
$373K +$370K +25,294 New
UBS Group
12
UBS Group
Switzerland
$722 +$716 +49 New
Citadel Advisors
13
Citadel Advisors
Florida
– -$427K -29,123 Closed
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$176K -12,024 Closed

CGV Hedge Fund Activity: Q4 2025 in Review

12 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Conductor Global Equity Value ETF (CGV) for Q4 2025, worth a combined $99.8M — down 2.7% from $103M a quarter earlier.

Fund positioning in CGV was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 2 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $886K. The largest seller was Envestnet Asset Management, cutting an estimated $3M.

  • 12 institutional investors held Conductor Global Equity Value ETF (CGV) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $99.8M of Conductor Global Equity Value ETF stock for Q4 2025, down 2.7% quarter-over-quarter.
  • 2 funds opened new Conductor Global Equity Value ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
  • The largest Conductor Global Equity Value ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $886K added.
  • The largest Conductor Global Equity Value ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2025.