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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.

New
Increased
Maintained
Reduced
Closed

434% more capital inflows, than outflows

Capital inflows: $8.49M | Capital outflows: $1.59M

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more funds holding

Funds holding: 3 → 5 (+2)

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)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RFG Advisory
RFG Advisory
Alabama
+$7.92M
2
Citadel Advisors
Citadel Advisors
Florida
+$254K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$231K
4
Wells Fargo
Wells Fargo
California
+$84K

Top Sellers

Rank Fund Capital Flow
1
GTS Securities
GTS Securities
Florida
-$1.59M

BVAL Hedge Fund Activity: Q1 2026 in Review

5 of the 8,216 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.