Gotham 1000 Value ETF
GVLU
12 hedge funds and large institutions have $67.9M invested in Gotham 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
14% more capital invested
Capital invested by funds: $59.8M → $67.9M (+$8.14M)
0.41% more ownership
Funds ownership: 40.3% → 40.71% (+0.41%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$3.33M |
| 2 |
CWM
Chemistry Wealth Management
New York
|
+$920K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$198K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$70.5K |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
+$62.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.26M |
| 2 |
Rockefeller Capital Management
New York
|
-$937K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$7.36K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.22K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$22 |
GVLU Hedge Fund Activity: Q1 2024 in Review
12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q1 2024, worth a combined $67.9M — up 14% from $59.8M a quarter earlier.
Fund positioning in GVLU was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Gotham Asset Management, adding an estimated $3.33M. The largest seller was Bank of America, cutting an estimated $1.26M.
- 12 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $67.9M of Gotham 1000 Value ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 2 funds opened new Gotham 1000 Value ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Gotham 1000 Value ETF buyer in Q1 2024 was Gotham Asset Management, an estimated $3.33M added.
- The largest Gotham 1000 Value ETF seller in Q1 2024 was Bank of America, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2024.