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Cornerstone Strategic Value Fund
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Overview Fund Activity

66 hedge funds and large institutions have $68.6M invested in Cornerstone Strategic Value Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.7M
2
Barclays
2
Barclays
United Kingdom
$2.33M
3
CA
3
Cetera Advisors
Colorado
$1.63M
4
CF
4
Centaurus Financial
California
$23.7M
5
LPL Financial
5
LPL Financial
California
$4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$493K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.58M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$803K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWMIA
51
Global Wealth Management Investment Advisory
Florida
$21K 1,494 – –
SIS
52
Sound Income Strategies
Florida
$19K 1,346 – –
Wells Fargo
53
Wells Fargo
California
$18K 1,275 -250 -16%
SWM
54
Spire Wealth Management
Virginia
$13K 914 +660 +260%
RA
55
Rise Advisors
New York
$6K 425 +23 +6%
IA
56
IFP Advisors
Florida
$6K 428 +428 New
PK
57
Pflug Koory
Nebraska
$1K 42 – –
PA
58
Parallel Advisors
California
$1K 56 – –
Citigroup
59
Citigroup
New York
$1K 71 +71 New
GRP
60
Global Retirement Partners
California
$1K 80 +80 New
FWM
61
Focused Wealth Management
New York
$1K 102 +102 New
BRWA
62
B. Riley Wealth Advisors
Florida
– – -66,110 Closed
Truist Financial
63
Truist Financial
North Carolina
– – -21,742 Closed
NEWAS
64
N.E.W. Advisory Services
Wisconsin
– – -13,153 Closed
IIC
65
Ironwood Investment Counsel
Arizona
– – -11,481 Closed
WWM
66
Wagner Wealth Management
South Carolina
– – -4,071 Closed
VRM
67
Vectors Research Management
New York
– – -813 Closed
CWA
68
Clearview Wealth Advisors
Oregon
– – -194 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
$0 1 -1 -50%
TFGT
70
TS Financial Group (TSFG)
Illinois
$0 17 – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
US Bancorp
72
US Bancorp
Minnesota
$0 2 – –
AF
73
Advisornet Financial
Minnesota
$0 24 +24 New
T
74
TCWP
Ohio
$0 47 +47 New
1 2
3