Sequoia Global Value ETF
SFGV
9 hedge funds and large institutions have $1.01B invested in Sequoia Global Value ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
1% more capital invested
Capital invested by funds: $1B → $1.01B (+$9.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 98.91% → 97.89% (-1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$5.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$388K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$243K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$10.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$695K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$483K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$26.4K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$31 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
1
Sequoia Financial Advisors
Akron,
Ohio
| $1B | -$10.8M | -342,820 | -1% |
|
|
2
Cerity Partners
New York
| $5.36M | +$5.32M | +169,535 | New |
|
|
SW
3
SlateStone Wealth
Jupiter,
Florida
| $2.01M | – | – | – |
|
|
4
Mercer Global Advisors
Denver,
Colorado
| $1.22M | -$26.4K | -842 | -2% |
|
|
5
Mariner
Overland Park,
Kansas
| $513K | -$31 | -1 | -0% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $510K | -$695K | -22,150 | -58% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $391K | +$388K | +12,372 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $245K | +$243K | +7,747 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $212K | +$210K | +6,708 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$483K | -15,536 | Closed |
|
SFGV Hedge Fund Activity: Q4 2025 in Review
9 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Sequoia Global Value ETF (SFGV) for Q4 2025, worth a combined $1.01B — up 0.97% from $1B a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SFGV positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $5.32M. The largest seller was Sequoia Financial Advisors, cutting an estimated $10.8M.
- 9 institutional investors held Sequoia Global Value ETF (SFGV) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $1.01B of Sequoia Global Value ETF stock for Q4 2025, up 0.97% quarter-over-quarter.
- 4 funds opened new Sequoia Global Value ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest Sequoia Global Value ETF buyer in Q4 2025 was Cerity Partners, an estimated $5.32M added.
- The largest Sequoia Global Value ETF seller in Q4 2025 was Sequoia Financial Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2025.