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BVAL

Bluemonte Large Cap Value ETF
BVAL

2 hedge funds and large institutions have $180M invested in Bluemonte Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $140M → $180M (+$40.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.75% less ownership

Funds ownership: 105.74% → 100.99% (-4.7%)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.4M
2
GS
GTS Securities
New York
+$478K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
RFG Advisory
Alabama
$180M +$32.4M +1,224,319 +23%
GS
2
GTS Securities
New York
$896K +$478K +18,088 +121%
Jane Street
3
Jane Street
New York
– -$556K -21,598 Closed

BVAL Hedge Fund Activity: Q3 2025 in Review

2 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Large Cap Value ETF (BVAL) for Q3 2025, worth a combined $180M — up 29% from $140M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of BVAL and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was RFG Advisory, adding an estimated $32.4M. The largest seller was Jane Street, exiting entirely with an estimated $556K sold.

  • 2 institutional investors held Bluemonte Large Cap Value ETF (BVAL) as of Q3 2025, down from 3 in Q2 2025.
  • Funds reported $180M of Bluemonte Large Cap Value ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 0 funds opened new Bluemonte Large Cap Value ETF positions in Q3 2025 and 1 closed out, a net change of -1 holder.
  • The largest Bluemonte Large Cap Value ETF buyer in Q3 2025 was RFG Advisory, an estimated $32.4M added.
  • The largest Bluemonte Large Cap Value ETF seller in Q3 2025 was Jane Street, an estimated $556K sold.

Based on aggregated 13F filings for Q3 2025.