Gotham 1000 Value ETF
GVLU
12 hedge funds and large institutions have $71.3M invested in Gotham 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
1.97% more ownership
Funds ownership: 40.71% → 42.68% (+2%)
5% more capital invested
Capital invested by funds: $67.9M → $71.3M (+$3.37M)
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: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$2.71M |
| 2 |
CWM
Chemistry Wealth Management
New York
|
+$1.11M |
| 3 |
GS
GTS Securities
New York
|
+$836K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$616K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$2.52K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
1
Gotham Asset Management
New York
| $58.6M | +$2.71M | +117,200 | +5% |
|
|
CWM
2
Chemistry Wealth Management
New York
| $4.46M | +$1.11M | +47,968 | +33% |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.61M | +$616K | +26,653 | +31% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $1.35M | +$441K | +19,098 | +48% |
|
|
TI
5
Tidal Investments
Milwaukee,
Wisconsin
| $862K | -$2.52K | -109 | -0.3% |
|
|
GS
6
GTS Securities
New York
| $827K | +$836K | +36,152 | New |
|
|
CWM
7
Centric Wealth Management
Chicago,
Illinois
| $710K | +$21.2K | +918 | +3% |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $652K | +$8.3K | +359 | +1% |
|
|
FA
9
Fiduciary Alliance
Greenville,
South Carolina
| $611K | +$28.2K | +1,222 | +5% |
|
|
CWC
10
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $392K | +$370K | +15,993 | +1,422% |
|
|
NA
11
NewEdge Advisors
New Orleans,
Louisiana
| $213K | +$9.43K | +408 | +5% |
|
12
Morgan Stanley
New York
| $6.02K | +$23 | +1 | +0.4% |
|
|
SPIA
13
Steward Partners Investment Advisory
New York
| – | -$2.38K | -100 | Closed |
|
GVLU Hedge Fund Activity: Q2 2024 in Review
12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q2 2024, worth a combined $71.3M — up 5% from $67.9M a quarter earlier.
Fund positioning in GVLU was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 1 trimmed.
The largest buyer was Gotham Asset Management, adding an estimated $2.71M. The largest seller was Tidal Investments, cutting an estimated $2.52K.
- 12 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $71.3M of Gotham 1000 Value ETF stock for Q2 2024, up 5% quarter-over-quarter.
- 1 fund opened new Gotham 1000 Value ETF positions in Q2 2024 and 1 closed out, a net change of 0 holders.
- The largest Gotham 1000 Value ETF buyer in Q2 2024 was Gotham Asset Management, an estimated $2.71M added.
- The largest Gotham 1000 Value ETF seller in Q2 2024 was Tidal Investments, an estimated $2.52K sold.
Based on aggregated 13F filings for Q2 2024.