Bluemonte Large Cap Value ETF
BVAL
5 hedge funds and large institutions have $213M invested in Bluemonte Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
4% more capital invested
Capital invested by funds: $206M → $213M (+$7.34M)
0.11% more ownership
Funds ownership: 99.95% → 100.06% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$7.92M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$231K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$84K |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
1
RFG Advisory
Birmingham,
Alabama
| $213M | +$7.92M | +275,720 | +4% |
|
|
2
Citadel Advisors
Miami,
Florida
| $248K | +$254K | +8,852 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$231K | +8,032 | New |
|
|
4
Wells Fargo
San Francisco,
California
| $81.9K | +$84K | +2,927 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $46K | – | – | – |
|
|
BCMIO
6
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $7 | – | – | – |
|
|
GS
7
GTS Securities
New York
| – | -$1.59M | -57,046 | Closed |
|
BVAL Hedge Fund Activity: Q1 2026 in Review
5 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Large Cap Value ETF (BVAL) for Q1 2026, worth a combined $213M — up 3.6% from $206M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BVAL positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was RFG Advisory, adding an estimated $7.92M. The largest seller was GTS Securities, exiting entirely with an estimated $1.59M sold.
- 5 institutional investors held Bluemonte Large Cap Value ETF (BVAL) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $213M of Bluemonte Large Cap Value ETF stock for Q1 2026, up 3.6% quarter-over-quarter.
- 3 funds opened new Bluemonte Large Cap Value ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest Bluemonte Large Cap Value ETF buyer in Q1 2026 was RFG Advisory, an estimated $7.92M added.
- The largest Bluemonte Large Cap Value ETF seller in Q1 2026 was GTS Securities, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2026.