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Gotham 1000 Value ETF
GVLU

9 hedge funds and large institutions have $60.3M invested in Gotham 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

13% more funds holding

Funds holding: 8 → 9 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8.36% less ownership

Funds ownership: 51.15% → 42.79% (-8.4%)

13% less capital invested

Capital invested by funds: $69.7M → $60.3M (-$9.41M)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$788K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$113K
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$77.3K
4
CWM
Chemistry Wealth Management
New York
+$53.4K
5
CWC
Carolinas Wealth Consulting
North Carolina
+$18.8K

Top Sellers

Rank Fund Capital Flow
1
GAM
Gotham Asset Management
New York
-$10.4M
2
Bank of America
Bank of America
North Carolina
-$3.87M
3
Jane Street
Jane Street
New York
-$372K

GVLU Hedge Fund Activity: Q2 2023 in Review

9 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q2 2023, worth a combined $60.3M — down 13% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new GVLU positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $788K. The largest seller was Gotham Asset Management, cutting an estimated $10.4M.

  • 9 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q2 2023, up from 8 in Q1 2023.
  • Funds reported $60.3M of Gotham 1000 Value ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 1 fund opened new Gotham 1000 Value ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest Gotham 1000 Value ETF buyer in Q2 2023 was UBS Group, an estimated $788K added.
  • The largest Gotham 1000 Value ETF seller in Q2 2023 was Gotham Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.