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LSVD

LSV Disciplined Value ETF
LSVD

1 hedge funds and large institutions have $4.53M invested in LSV Disciplined Value ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more capital invested

Capital invested by funds: $559K → $4.53M (+$3.97M)

43.53% more ownership

Funds ownership: 29.99% → 73.52% (+44%)

0% more funds holding

Funds holding: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
1
Holders Change
–
Holders Change %
0%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1
Beta Wealth Group
California
$4.53M +$4.17M +176,442 New
Citadel Advisors
2
Citadel Advisors
Florida
– -$559K -23,992 Closed

LSVD Hedge Fund Activity: Q2 2025 in Review

1 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in LSV Disciplined Value ETF (LSVD) for Q2 2025, worth a combined $4.53M — up 710% from $559K a quarter earlier.

Fund positioning in LSVD was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Beta Wealth Group, opening a new position worth an estimated $4.17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $559K sold.

  • 1 institutional investor held LSV Disciplined Value ETF (LSVD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $4.53M of LSV Disciplined Value ETF stock for Q2 2025, up 710% quarter-over-quarter.
  • 1 fund opened new LSV Disciplined Value ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest LSV Disciplined Value ETF buyer in Q2 2025 was Beta Wealth Group, an estimated $4.17M added.
  • The largest LSV Disciplined Value ETF seller in Q2 2025 was Citadel Advisors, an estimated $559K sold.

Based on aggregated 13F filings for Q2 2025.