Bluemonte Large Cap Value ETF
BVAL
3 hedge funds and large institutions have $206M invested in Bluemonte Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
14% more capital invested
Capital invested by funds: $180M → $206M (+$25.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.04% less ownership
Funds ownership: 100.99% → 99.95% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$19.6M |
| 2 |
GS
GTS Securities
New York
|
+$660K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$45.2K |
Top Sellers
BVAL Hedge Fund Activity: Q4 2025 in Review
3 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Large Cap Value ETF (BVAL) for Q4 2025, worth a combined $206M — up 14% from $180M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BVAL positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was RFG Advisory, adding an estimated $19.6M.
- 3 institutional investors held Bluemonte Large Cap Value ETF (BVAL) as of Q4 2025, up from 2 in Q3 2025.
- Funds reported $206M of Bluemonte Large Cap Value ETF stock for Q4 2025, up 14% quarter-over-quarter.
- 1 fund opened new Bluemonte Large Cap Value ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest Bluemonte Large Cap Value ETF buyer in Q4 2025 was RFG Advisory, an estimated $19.6M added.
Based on aggregated 13F filings for Q4 2025.