Sequoia Global Value ETF
SFGV
7 hedge funds and large institutions have $938M invested in Sequoia Global Value ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
3% more capital invested
Capital invested by funds: $913M → $938M (+$25.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.56% less ownership
Funds ownership: 99.23% → 98.67% (-0.56%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$940M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.8K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.62M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$49.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$29.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
1
Sequoia Financial Advisors
Akron,
Ohio
| $935M | +$940M | +33,619,549 | New |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $2.57M | +$1.29M | +46,204 | +100% |
|
|
3
Jane Street
New York
| $281K | -$1.62M | -57,809 | -85% |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $205K | -$49.6K | -1,775 | -19% |
|
|
5
UBS Group
Zurich,
Switzerland
| $93.2K | +$16.8K | +602 | +22% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $56K | -$29.6K | -1,060 | -34% |
|
|
7
CIBC Private Wealth Group
Atlanta,
Georgia
| $9.85K | +$11.2K | +400 | New |
|
SFGV Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sequoia Global Value ETF (SFGV) for Q1 2025, worth a combined $938M — up 2.8% from $913M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SFGV positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $940M. The largest seller was Jane Street, cutting an estimated $1.62M.
- 7 institutional investors held Sequoia Global Value ETF (SFGV) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $938M of Sequoia Global Value ETF stock for Q1 2025, up 2.8% quarter-over-quarter.
- 2 funds opened new Sequoia Global Value ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Sequoia Global Value ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $940M added.
- The largest Sequoia Global Value ETF seller in Q1 2025 was Jane Street, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2025.