Sequoia Global Value ETF
SFGV
8 hedge funds and large institutions have $992M invested in Sequoia Global Value ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 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: 4 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $938M → $992M (+$53.4M)
0.45% more ownership
Funds ownership: 98.67% → 99.12% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$3M |
| 2 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$2.02M |
| 3 |
Jane Street
New York
|
+$358K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$297K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$75.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.29M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$205K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$4.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
1
Sequoia Financial Advisors
Akron,
Ohio
| $987M | +$3M | +107,581 | +0.3% |
|
|
SW
2
SlateStone Wealth
Jupiter,
Florida
| $2.12M | +$2.02M | +72,443 | New |
|
|
3
Mercer Global Advisors
Denver,
Colorado
| $1.35M | -$1.29M | -46,204 | -50% |
|
|
4
Jane Street
New York
| $671K | +$358K | +12,828 | +127% |
|
|
5
Citadel Advisors
Miami,
Florida
| $312K | +$297K | +10,660 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $139K | +$75.9K | +2,722 | +134% |
|
7
UBS Group
Zurich,
Switzerland
| $130K | +$30.7K | +1,100 | +33% |
|
|
8
CIBC Private Wealth Group
Atlanta,
Georgia
| $7.02K | -$4.46K | -160 | -40% |
|
|
SA
9
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$205K | -7,389 | Closed |
|
SFGV Hedge Fund Activity: Q2 2025 in Review
8 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sequoia Global Value ETF (SFGV) for Q2 2025, worth a combined $992M — up 5.7% from $938M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SFGV positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $3M. The largest seller was Mercer Global Advisors, cutting an estimated $1.29M.
- 8 institutional investors held Sequoia Global Value ETF (SFGV) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $992M of Sequoia Global Value ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
- 2 funds opened new Sequoia Global Value ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Sequoia Global Value ETF buyer in Q2 2025 was Sequoia Financial Advisors, an estimated $3M added.
- The largest Sequoia Global Value ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2025.