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Gotham 1000 Value ETF
GVLU

14 hedge funds and large institutions have $105M invested in Gotham 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

27% more funds holding

Funds holding: 11 → 14 (+3)

10% more capital invested

Capital invested by funds: $95.2M → $105M (+$9.64M)

1.72% more ownership

Funds ownership: 54.05% → 55.77% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
3
TI
Tidal Investments
Wisconsin
+$1.02M
4
GS
GTS Securities
New York
+$596K
5
CWM
Chemistry Wealth Management
New York
+$250K

Top Sellers

Rank Fund Capital Flow
1
CWM
Centric Wealth Management
Illinois
-$9.79K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gotham Asset Management
New York
$83.8M – – –
CWM
2
Chemistry Wealth Management
New York
$6.64M +$250K +10,947 +4%
UBS Group
3
UBS Group
Switzerland
$3.44M +$148K +6,463 +5%
CIC
4
Carnegie Investment Counsel
Ohio
$2.21M +$84K +3,672 +4%
LPL Financial
5
LPL Financial
California
$2.12M +$2.01M +87,943 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.2M +$1.14M +50,000 New
TI
7
Tidal Investments
Wisconsin
$1.07M +$1.02M +44,402 New
GS
8
GTS Securities
New York
$1.06M +$596K +26,065 +146%
Bank of America
9
Bank of America
North Carolina
$964K – – –
CWM
10
Centric Wealth Management
Illinois
$844K -$9.79K -428 -1%
FA
11
Fiduciary Alliance
South Carolina
$750K +$113K +4,944 +19%
BEI
12
Benjamin Edwards Inc
Missouri
$712K +$20.6K +900 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$19.6K +$18.6K +812 New
Morgan Stanley
14
Morgan Stanley
New York
$6.31K – – –
CWC
15
Carolinas Wealth Consulting
North Carolina
– -$474K -20,540 Closed

GVLU Hedge Fund Activity: Q2 2025 in Review

14 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q2 2025, worth a combined $105M — up 10% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GVLU positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2.01M. The largest seller was Centric Wealth Management, cutting an estimated $9.79K.

  • 14 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q2 2025, up from 11 in Q1 2025.
  • Funds reported $105M of Gotham 1000 Value ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 4 funds opened new Gotham 1000 Value ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest Gotham 1000 Value ETF buyer in Q2 2025 was LPL Financial, an estimated $2.01M added.
  • The largest Gotham 1000 Value ETF seller in Q2 2025 was Centric Wealth Management, an estimated $9.79K sold.

Based on aggregated 13F filings for Q2 2025.