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Gotham 1000 Value ETF
GVLU

13 hedge funds and large institutions have $99.4M invested in Gotham 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

27% more capital invested

Capital invested by funds: $78.1M → $99.4M (+$21.3M)

8% more funds holding

Funds holding: 12 → 13 (+1)

6.99% more ownership

Funds ownership: 47.35% → 54.34% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
9
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAM
Gotham Asset Management
New York
+$21.7M
2
CIC
Carnegie Investment Counsel
Ohio
+$1.81M
3
GS
GTS Securities
New York
+$1.43M
4
CWM
Chemistry Wealth Management
New York
+$719K
5
NFG
Nations Financial Group
Iowa
+$345K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$219K
2
Morgan Stanley
Morgan Stanley
New York
-$25
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gotham Asset Management
New York
$82.1M +$21.7M +876,478 +34%
CWM
2
Chemistry Wealth Management
New York
$5.76M +$719K +29,003 +13%
UBS Group
3
UBS Group
Switzerland
$2.97M +$165K +6,672 +6%
CIC
4
Carnegie Investment Counsel
Ohio
$1.72M +$1.81M +72,860 New
GS
5
GTS Securities
New York
$1.36M +$1.43M +57,559 New
NFG
6
Nations Financial Group
Iowa
$946K +$345K +13,914 +53%
Bank of America
7
Bank of America
North Carolina
$944K – – –
TI
8
Tidal Investments
Wisconsin
$910K +$27.8K +1,121 +3%
CWM
9
Centric Wealth Management
Illinois
$782K +$70.3K +2,837 +9%
BEI
10
Benjamin Edwards Inc
Missouri
$673K +$2.48K +100 +0.4%
CWC
11
Carolinas Wealth Consulting
North Carolina
$654K +$255K +10,270 +59%
FA
12
Fiduciary Alliance
South Carolina
$606K +$15.9K +641 +3%
Morgan Stanley
13
Morgan Stanley
New York
$6.18K -$25 -1 -0.4%
NA
14
NewEdge Advisors
Louisiana
– -$219K -8,813 Closed

GVLU Hedge Fund Activity: Q4 2024 in Review

13 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q4 2024, worth a combined $99.4M — up 27% from $78.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GVLU positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $21.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $219K sold.

  • 13 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q4 2024, up from 12 in Q3 2024.
  • Funds reported $99.4M of Gotham 1000 Value ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 2 funds opened new Gotham 1000 Value ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest Gotham 1000 Value ETF buyer in Q4 2024 was Gotham Asset Management, an estimated $21.7M added.
  • The largest Gotham 1000 Value ETF seller in Q4 2024 was NewEdge Advisors, an estimated $219K sold.

Based on aggregated 13F filings for Q4 2024.