We are live on ! Find out more
BVAL

Bluemonte Large Cap Value ETF

3 hedge funds and large institutions have $140M invested in Bluemonte Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

105.74% more ownership

Funds ownership: 0%105.74% (+106%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$137M
2
Jane Street
Jane Street
New York
+$550K
3
GS
GTS Securities
New York
+$380K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$139M +$137M +5,390,726 New
Jane Street
2
Jane Street
New York
$556K +$550K +21,598 New
GS
3
GTS Securities
New York
$384K +$380K +14,915 New

BVAL Hedge Fund Activity: Q2 2025 in Review

3 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Large Cap Value ETF (BVAL) for Q2 2025, worth a combined $140M.

Buyers outnumbered sellers: 3 funds opened new BVAL positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $137M.

  • 3 institutional investors held Bluemonte Large Cap Value ETF (BVAL) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $140M of Bluemonte Large Cap Value ETF stock for Q2 2025.
  • 3 funds opened new Bluemonte Large Cap Value ETF positions in Q2 2025 and 0 closed out, a net change of +3 holders.
  • The largest Bluemonte Large Cap Value ETF buyer in Q2 2025 was RFG Advisory, an estimated $137M added.

Based on aggregated 13F filings for Q2 2025.