SFGV

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 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
8
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
+$3.15M
2
+$2.12M
3
+$375K
4
Citadel Advisors
Citadel Advisors
Florida
+$312K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$79.6K

Top Sellers

1
-$1.35M
2
-$4.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$987M
SW
2
SlateStone Wealth
Florida
$2.12M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.35M
Jane Street
4
Jane Street
New York
$671K
Citadel Advisors
5
Citadel Advisors
Florida
$312K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$139K
UBS Group
7
UBS Group
Switzerland
$130K
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$7.02K