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Gotham 1000 Value ETF
GVLU

16 hedge funds and large institutions have $121M invested in Gotham 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 15 → 16 (+1)

4.79% more ownership

Funds ownership: 57.14% → 61.93% (+4.8%)

2% more capital invested

Capital invested by funds: $119M → $121M (+$2.67M)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$6M
2
CIC
Carnegie Investment Counsel
Ohio
+$502K
3
CWM
Chemistry Wealth Management
New York
+$270K
4
FA
Fiduciary Alliance
South Carolina
+$52.7K
5
UBS Group
UBS Group
Switzerland
+$39.4K

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$193K
2
LPL Financial
LPL Financial
California
-$120K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$26K
4
CWM
Centric Wealth Management
Illinois
-$18.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gotham Asset Management
New York
$94.3M – – –
CWM
2
Chemistry Wealth Management
New York
$7.18M +$270K +10,694 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.85M +$6M +237,252 New
UBS Group
4
UBS Group
Switzerland
$3.52M +$39.4K +1,560 +1%
CIC
5
Carnegie Investment Counsel
Ohio
$3.23M +$502K +19,877 +18%
LPL Financial
6
LPL Financial
California
$2.04M -$120K -4,767 -5%
Bank of America
7
Bank of America
North Carolina
$986K – – –
TI
8
Tidal Investments
Wisconsin
$927K -$193K -7,618 -17%
FA
9
Fiduciary Alliance
South Carolina
$897K +$52.7K +2,085 +6%
CWM
10
Centric Wealth Management
Illinois
$885K -$18.5K -730 -2%
BEI
11
Benjamin Edwards Inc
Missouri
$748K +$25.3K +1,000 +3%
HC
12
Hara Capital
Washington
$279K +$12.6K +500 +5%
MWM
13
Maridea Wealth Management
New York
$260K +$28.8K +1,138 +12%
SG
14
Sankala Group
Colorado
$157K +$149K +5,904 New
Osaic Holdings
15
Osaic Holdings
Arizona
$120K +$18.2K +719 +17%
Morgan Stanley
16
Morgan Stanley
New York
$6.46K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$26K -1,000 Closed

GVLU Hedge Fund Activity: Q4 2025 in Review

16 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q4 2025, worth a combined $121M — up 2.2% from $119M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GVLU positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6M. The largest seller was Tidal Investments, cutting an estimated $193K.

  • 16 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $121M of Gotham 1000 Value ETF stock for Q4 2025, up 2.2% quarter-over-quarter.
  • 2 funds opened new Gotham 1000 Value ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest Gotham 1000 Value ETF buyer in Q4 2025 was HighTower Advisors, an estimated $6M added.
  • The largest Gotham 1000 Value ETF seller in Q4 2025 was Tidal Investments, an estimated $193K sold.

Based on aggregated 13F filings for Q4 2025.