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LSV Disciplined Value ETF

3 hedge funds and large institutions have $551M invested in LSV Disciplined Value ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

390,720% more capital inflows, than outflows

Capital inflows: $14.1M | Capital outflows: $3.6K

1.98% more ownership

Funds ownership: 99.53% → 101.51% (+2%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$11.4M
2
Beta Wealth Group
Beta Wealth Group
California
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.6K

LSVD Hedge Fund Activity: Q1 2026 in Review

3 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in LSV Disciplined Value ETF (LSVD) for Q1 2026, worth a combined $551M — up 0.94% from $546M a quarter earlier.

Fund positioning in LSVD was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $11.4M. The largest seller was UBS Group, exiting entirely with an estimated $3.6K sold.

  • 3 institutional investors held LSV Disciplined Value ETF (LSVD) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $551M of LSV Disciplined Value ETF stock for Q1 2026, up 0.94% quarter-over-quarter.
  • 1 fund opened new LSV Disciplined Value ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
  • The largest LSV Disciplined Value ETF buyer in Q1 2026 was Citadel Advisors, an estimated $11.4M added.
  • The largest LSV Disciplined Value ETF seller in Q1 2026 was UBS Group, an estimated $3.6K sold.

Based on aggregated 13F filings for Q1 2026.