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Gotham 1000 Value ETF
GVLU

Overview Fund Activity

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
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

1
GAM
Gotham Asset Management
New York
$82.1M
2
CIC
Carnegie Investment Counsel
Ohio
$1.72M
3
GS
GTS Securities
New York
$1.36M
4
CWM
Chemistry Wealth Management
New York
$5.76M
5
NFG
Nations Financial Group
Iowa
$946K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$0
2
Morgan Stanley
Morgan Stanley
New York
$6.18K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1
Gotham Asset Management
New York
$82.1M +$20.7M +876,478 +34%
CWM
2
Chemistry Wealth Management
New York
$5.76M +$684K +29,003 +13%
UBS Group
3
UBS Group
Switzerland
$2.97M +$157K +6,672 +6%
CIC
4
Carnegie Investment Counsel
Ohio
$1.72M +$1.72M +72,860 New
GS
5
GTS Securities
New York
$1.36M +$1.36M +57,559 New
NFG
6
Nations Financial Group
Iowa
$946K +$328K +13,914 +53%
Bank of America
7
Bank of America
North Carolina
$944K – – –
TI
8
Tidal Investments
Wisconsin
$910K +$26.5K +1,121 +3%
CWM
9
Centric Wealth Management
Illinois
$782K +$67K +2,837 +9%
BEI
10
Benjamin Edwards Inc
Missouri
$673K +$2.36K +100 +0.4%
CWC
11
Carolinas Wealth Consulting
North Carolina
$654K +$242K +10,270 +59%
FA
12
Fiduciary Alliance
South Carolina
$606K +$15.1K +641 +3%
Morgan Stanley
13
Morgan Stanley
New York
$6.18K -$24 -1 -0.4%
NA
14
NewEdge Advisors
Louisiana
– -$219K -8,813 Closed