Crossmark Large Cap Value ETF
CLCV
10 hedge funds and large institutions have $4.87M invested in Crossmark Large Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 5 → 10 (+5)
65% more capital invested
Capital invested by funds: $2.95M → $4.87M (+$1.92M)
7.23% more ownership
Funds ownership: 21.86% → 29.09% (+7.2%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$454K |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$355K |
| 3 |
RFG
Range Financial Group
Tigard,
Oregon
|
+$335K |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$284K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$157K |
| 2 |
TFA
TrustWell Financial Advisors
Jacksonville,
Florida
|
-$33.5K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$6.63K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.61K |
CLCV Hedge Fund Activity: Q2 2026 in Review
10 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Crossmark Large Cap Value ETF (CLCV) for Q2 2026, worth a combined $4.87M — up 65% from $2.95M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CLCV positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was HBW Advisory Services, opening a new position worth an estimated $454K. The largest seller was OneAscent Wealth Management, cutting an estimated $157K.
- 10 institutional investors held Crossmark Large Cap Value ETF (CLCV) as of Q2 2026, up from 5 in Q1 2026.
- Funds reported $4.87M of Crossmark Large Cap Value ETF stock for Q2 2026, up 65% quarter-over-quarter.
- 5 funds opened new Crossmark Large Cap Value ETF positions in Q2 2026 and 0 closed out, a net change of +5 holders.
- The largest Crossmark Large Cap Value ETF buyer in Q2 2026 was HBW Advisory Services, an estimated $454K added.
- The largest Crossmark Large Cap Value ETF seller in Q2 2026 was OneAscent Wealth Management, an estimated $157K sold.
Based on aggregated 13F filings for Q2 2026.