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.
1% more capital invested
Capital invested by funds: $992M → $1B (+$13.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 99.12% → 98.91% (-0.21%)
25% less funds holding
Funds holding: 8 → 6 (-2)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.02M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$491K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$48.3M |
| 2 |
Jane Street
New York
|
-$671K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$312K |
| 4 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$262K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
1
Sequoia Financial Advisors
Akron,
Ohio
| $999M | -$48.3M | -1,596,347 | -5% |
|
|
SW
2
SlateStone Wealth
Jupiter,
Florida
| $1.98M | -$262K | -8,669 | -12% |
|
|
3
Mercer Global Advisors
Denver,
Colorado
| $1.23M | -$203K | -6,691 | -14% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.19M | +$1.02M | +33,556 | +706% |
|
|
5
Mariner
Overland Park,
Kansas
| $505K | +$491K | +16,227 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $483K | +$470K | +15,536 | New |
|
|
7
Jane Street
New York
| – | -$671K | -22,922 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$312K | -10,660 | Closed |
|
9
UBS Group
Zurich,
Switzerland
| – | -$130K | -4,452 | Closed |
|
10
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$7.02K | -240 | Closed |
|
SFGV Hedge Fund Activity: Q3 2025 in Review
6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Sequoia Global Value ETF (SFGV) for Q3 2025, worth a combined $1B — up 1.3% from $992M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SFGV and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.02M. The largest seller was Sequoia Financial Advisors, cutting an estimated $48.3M.
- 6 institutional investors held Sequoia Global Value ETF (SFGV) as of Q3 2025, down from 8 in Q2 2025.
- Funds reported $1B of Sequoia Global Value ETF stock for Q3 2025, up 1.3% quarter-over-quarter.
- 2 funds opened new Sequoia Global Value ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest Sequoia Global Value ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $1.02M added.
- The largest Sequoia Global Value ETF seller in Q3 2025 was Sequoia Financial Advisors, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2025.