Gotham 1000 Value ETF
GVLU
11 hedge funds and large institutions have $95.2M invested in Gotham 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.29% less ownership
Funds ownership: 54.34% → 54.05% (-0.29%)
4% less capital invested
Capital invested by funds: $99.4M → $95.2M (-$4.23M)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Chemistry Wealth Management
New York
|
+$491K |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$364K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$246K |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$54.2K |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$946K |
| 2 |
GS
GTS Securities
New York
|
-$943K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$910K |
| 4 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
1
Gotham Asset Management
New York
| $80.2M | – | – | – |
|
|
CWM
2
Chemistry Wealth Management
New York
| $6.1M | +$491K | +20,638 | +8% |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.15M | +$246K | +10,352 | +8% |
|
|
CIC
4
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.82M | +$364K | +15,335 | +21% |
|
5
Bank of America
Charlotte,
North Carolina
| $923K | – | – | – |
|
|
CWM
6
Centric Wealth Management
Chicago,
Illinois
| $817K | +$54.2K | +2,282 | +7% |
|
|
BEI
7
Benjamin Edwards Inc
Clayton,
Missouri
| $661K | +$3.56K | +150 | +0.5% |
|
|
FA
8
Fiduciary Alliance
Greenville,
South Carolina
| $604K | +$12.4K | +523 | +2% |
|
|
CWC
9
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $474K | -$170K | -7,173 | -26% |
|
|
GS
10
GTS Securities
New York
| $412K | -$943K | -39,679 | -69% |
|
11
Morgan Stanley
New York
| $6.04K | – | – | – |
|
|
NFG
12
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$946K | -40,094 | Closed |
|
|
TI
13
Tidal Investments
Milwaukee,
Wisconsin
| – | -$910K | -38,550 | Closed |
|
GVLU Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q1 2025, worth a combined $95.2M — down 4.3% from $99.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of GVLU and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Chemistry Wealth Management, adding an estimated $491K. The largest seller was Nations Financial Group, exiting entirely with an estimated $946K sold.
- 11 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q1 2025, down from 13 in Q4 2024.
- Funds reported $95.2M of Gotham 1000 Value ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
- 0 funds opened new Gotham 1000 Value ETF positions in Q1 2025 and 2 closed out, a net change of -2 holders.
- The largest Gotham 1000 Value ETF buyer in Q1 2025 was Chemistry Wealth Management, an estimated $491K added.
- The largest Gotham 1000 Value ETF seller in Q1 2025 was Nations Financial Group, an estimated $946K sold.
Based on aggregated 13F filings for Q1 2025.