LSV Disciplined Value ETF
LSVD
3 hedge funds and large institutions have $546M invested in LSV Disciplined Value ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
6% more capital invested
Capital invested by funds: $517M → $546M (+$28.9M)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.13% less ownership
Funds ownership: 99.66% → 99.53% (-0.13%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$426K |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| $540M | – | – | – |
|
|
BWG
2
Beta Wealth Group
San Diego,
California
| $5.1M | -$252K | -8,694 | -5% |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.6K | +$3.5K | +121 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$426K | -15,142 | Closed |
|
LSVD Hedge Fund Activity: Q4 2025 in Review
3 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in LSV Disciplined Value ETF (LSVD) for Q4 2025, worth a combined $546M — up 5.6% from $517M a quarter earlier.
Fund positioning in LSVD was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $3.5K. The largest seller was Citadel Advisors, exiting entirely with an estimated $426K sold.
- 3 institutional investors held LSV Disciplined Value ETF (LSVD) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $546M of LSV Disciplined Value ETF stock for Q4 2025, up 5.6% quarter-over-quarter.
- 1 fund opened new LSV Disciplined Value ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest LSV Disciplined Value ETF buyer in Q4 2025 was UBS Group, an estimated $3.5K added.
- The largest LSV Disciplined Value ETF seller in Q4 2025 was Citadel Advisors, an estimated $426K sold.
Based on aggregated 13F filings for Q4 2025.