LSV Disciplined Value ETF
LSVD
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.
1.98% more ownership
Funds ownership: 99.53% → 101.51% (+2%)
1% more capital invested
Capital invested by funds: $546M → $551M (+$5.15M)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$11.4M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| $532M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $11M | +$11.4M | +375,903 | New |
|
|
BWG
3
Beta Wealth Group
San Diego,
California
| $7.66M | +$2.72M | +90,029 | +52% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$3.6K | -121 | Closed |
|
LSVD Hedge Fund Activity: Q1 2026 in Review
3 of the 8,126 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.