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Gotham 1000 Value ETF

17 hedge funds and large institutions have $134M invested in Gotham 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $121M → $134M (+$13.1M)

6% more funds holding

Funds holding: 1617 (+1)

1.28% more ownership

Funds ownership: 61.93%63.21% (+1.3%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gotham Asset Management
New York
$106M +$9.01M +350,000 +9%
CWM
2
Chemistry Wealth Management
New York
$7.61M +$241K +9,354 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.01M
CIC
4
Carnegie Investment Counsel
Ohio
$3.9M +$600K +23,302 +18%
UBS Group
5
UBS Group
Switzerland
$3.62M +$7.18K +279 +0.2%
LPL Financial
6
LPL Financial
California
$1.8M -$308K -11,960 -14%
Bank of America
7
Bank of America
North Carolina
$1.01M
CWM
8
Centric Wealth Management
Illinois
$892K -$3.29K -128 -0.4%
FA
9
Fiduciary Alliance
South Carolina
$872K -$70.9K -2,755 -8%
BEI
10
Benjamin Edwards Inc
Missouri
$771K +$2.57K +100 +0.3%
GS
11
GTS Securities
New York
$727K +$739K +28,700 New
ZI
12
ZEGA Investments
Florida
$628K +$639K +24,806 New
MWM
13
Maridea Wealth Management
New York
$292K +$25.3K +981 +9%
HC
14
Hara Capital
Washington
$253K -$33.2K -1,290 -11%
SG
15
Sankala Group
Colorado
$167K +$19.5K +758 +13%
Osaic Holdings
16
Osaic Holdings
Arizona
$161K +$39.2K +1,522 +31%
Morgan Stanley
17
Morgan Stanley
New York
$6.63K
TI
18
Tidal Investments
Wisconsin
-$927K -37,604 Closed

GVLU Hedge Fund Activity: Q1 2026 in Review

17 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Gotham 1000 Value ETF (GVLU) for Q1 2026, worth a combined $134M — up 11% from $121M 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 4 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $9.01M. The largest seller was Tidal Investments, exiting entirely with an estimated $927K sold.

  • 17 institutional investors held Gotham 1000 Value ETF (GVLU) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $134M of Gotham 1000 Value ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 2 funds opened new Gotham 1000 Value ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
  • The largest Gotham 1000 Value ETF buyer in Q1 2026 was Gotham Asset Management, an estimated $9.01M added.
  • The largest Gotham 1000 Value ETF seller in Q1 2026 was Tidal Investments, an estimated $927K sold.

Based on aggregated 13F filings for Q1 2026.