SFGV

Sequoia Global Value ETF
SFGV

6 hedge funds and large institutions have $1B invested in Sequoia Global Value ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.04M
2
+$505K
3
+$483K

Top Sellers

1
-$49.7M
2
-$671K
3
-$312K
4
SW
SlateStone Wealth
Florida
-$270K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$999M
SW
2
SlateStone Wealth
Florida
$1.98M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.23M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.19M
Mariner
5
Mariner
Kansas
$505K
OMC
6
Old Mission Capital
Illinois
$483K
Jane Street
7
Jane Street
New York
–
Citadel Advisors
8
Citadel Advisors
Florida
–
UBS Group
9
UBS Group
Switzerland
–
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
–