Bluemonte Large Cap Value ETF
BVAL
3 hedge funds and large institutions have $275M invested in Bluemonte Large Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 4 closing their positions.
29% more capital invested
Capital invested by funds: $213M → $275M (+$61.4M)
0.6% more ownership
Funds ownership: 100.06% → 100.66% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less funds holding
Funds holding: 5 → 3 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$35.2M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$520K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$248K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$81.9K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46K |
BVAL Hedge Fund Activity: Q2 2026 in Review
3 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Bluemonte Large Cap Value ETF (BVAL) for Q2 2026, worth a combined $275M — up 29% from $213M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BVAL and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was RFG Advisory, adding an estimated $35.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $248K sold.
- 3 institutional investors held Bluemonte Large Cap Value ETF (BVAL) as of Q2 2026, down from 5 in Q1 2026.
- Funds reported $275M of Bluemonte Large Cap Value ETF stock for Q2 2026, up 29% quarter-over-quarter.
- 2 funds opened new Bluemonte Large Cap Value ETF positions in Q2 2026 and 4 closed out, a net change of -2 holders.
- The largest Bluemonte Large Cap Value ETF buyer in Q2 2026 was RFG Advisory, an estimated $35.2M added.
- The largest Bluemonte Large Cap Value ETF seller in Q2 2026 was Citadel Advisors, an estimated $248K sold.
Based on aggregated 13F filings for Q2 2026.