Sequoia Global Value ETF
SFGV
6 hedge funds and large institutions have $913M invested in Sequoia Global Value ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.65% less ownership
Funds ownership: 99.88% → 99.23% (-0.65%)
4% less capital invested
Capital invested by funds: $950M → $913M (-$36.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$22M |
| 2 |
Jane Street
New York
|
+$1.45M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$78.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$349K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
1
Carlson Capital Management
Northfield,
Minnesota
| $909M | +$22M | +772,394 | +2% |
|
|
2
Jane Street
New York
| $1.85M | +$1.45M | +50,921 | +300% |
|
|
3
Mercer Global Advisors
Denver,
Colorado
| $1.26M | +$1.32M | +46,204 | New |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $259K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $84K | -$349K | -12,259 | -80% |
|
|
6
UBS Group
Zurich,
Switzerland
| $75K | +$78.4K | +2,750 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$315K | -10,814 | Closed |
|
SFGV Hedge Fund Activity: Q4 2024 in Review
6 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sequoia Global Value ETF (SFGV) for Q4 2024, worth a combined $913M — down 3.9% from $950M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SFGV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Carlson Capital Management, adding an estimated $22M. The largest seller was Royal Bank of Canada, cutting an estimated $349K.
- 6 institutional investors held Sequoia Global Value ETF (SFGV) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $913M of Sequoia Global Value ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
- 2 funds opened new Sequoia Global Value ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Sequoia Global Value ETF buyer in Q4 2024 was Carlson Capital Management, an estimated $22M added.
- The largest Sequoia Global Value ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $349K sold.
Based on aggregated 13F filings for Q4 2024.