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CornerCap Fundametrics Large-Cap ETF
FUNL

Overview Fund Trends Analyst Outlook Journalist POV

7 hedge funds and large institutions have $179M invested in CornerCap Fundametrics Large-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
7
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$769K
2
+$244K
3
+$20.8K

Top Sellers

1
-$1.58M
2
-$703K
3
-$220K
4
BCM
Buckhead Capital Management
Georgia
-$205K
5
Wells Fargo
Wells Fargo
California
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1
EP Wealth Advisors
California
$177M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$881K
Goldman Sachs
3
Goldman Sachs
New York
$628K
MA
4
Montag & Associates
Georgia
$282K
AWA
5
Arkadios Wealth Advisors
Georgia
$244K
SMA
6
Sage Mountain Advisors
Georgia
$229K
UBS Group
7
UBS Group
Switzerland
$41.5K
DC
8
Davenport & Co
Virginia
–
BCM
9
Buckhead Capital Management
Georgia
–
Wells Fargo
10
Wells Fargo
California
–
GWM
11
Geneos Wealth Management
Colorado
–