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Gotham 1000 Value ETF

15 hedge funds and large institutions have $119M invested in Gotham 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $105M → $119M (+$13.9M)

7% more funds holding

Funds holding: 1415 (+1)

1.37% more ownership

Funds ownership: 55.77%57.14% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gotham Asset Management
New York
$97.6M +$8.71M +350,000 +10%
CWM
2
Chemistry Wealth Management
New York
$7.16M +$124K +4,994 +2%
UBS Group
3
UBS Group
Switzerland
$3.6M -$38.7K -1,555 -1%
CIC
4
Carnegie Investment Counsel
Ohio
$2.83M +$475K +19,101 +21%
LPL Financial
5
LPL Financial
California
$2.24M -$6.02K -242 -0.3%
TI
6
Tidal Investments
Wisconsin
$1.15M +$20.4K +820 +2%
Bank of America
7
Bank of America
North Carolina
$1.02M
CWM
8
Centric Wealth Management
Illinois
$877K +$1.09K +44 +0.1%
FA
9
Fiduciary Alliance
South Carolina
$875K +$79.2K +3,182 +10%
BEI
10
Benjamin Edwards Inc
Missouri
$749K -$4.98K -200 -0.7%
HC
11
Hara Capital
Washington
$275K +$269K +10,800 New
MWM
12
Maridea Wealth Management
New York
$240K +$234K +9,420 New
Osaic Holdings
13
Osaic Holdings
Arizona
$105K +$82.7K +3,323 +409%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26K +$24.9K +1,000 New
Morgan Stanley
15
Morgan Stanley
New York
$6.68K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
-$1.2M -50,000 Closed
GS
17
GTS Securities
New York
-$1.06M -43,945 Closed

GVLU Hedge Fund Activity: Q3 2025 in Review

15 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q3 2025, worth a combined $119M — up 13% from $105M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GVLU positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $8.71M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.2M sold.

  • 15 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q3 2025, up from 14 in Q2 2025.
  • Funds reported $119M of Gotham 1000 Value ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 3 funds opened new Gotham 1000 Value ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest Gotham 1000 Value ETF buyer in Q3 2025 was Gotham Asset Management, an estimated $8.71M added.
  • The largest Gotham 1000 Value ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2025.