JPMorgan Fundamental Data Science Large Value ETF
LVDS
22 hedge funds and large institutions have $22.4M invested in JPMorgan Fundamental Data Science Large Value ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 5 closing their positions.
2.77% less ownership
Funds ownership: 27.44% → 24.67% (-2.8%)
4% less funds holding
Funds holding: 23 → 22 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
26% less capital invested
Capital invested by funds: $30.1M → $22.4M (-$7.76M)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$148K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$21.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.3K |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$11.4K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.25M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$935K |
| 3 |
Jane Street
New York
|
-$614K |
| 4 |
LPL Financial
San Diego,
California
|
-$480K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$455K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| – | -$230K | -4,450 | Closed |
|
|
FFA
27
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$68K | -1,316 | Closed |
|
LVDS Hedge Fund Activity: Q4 2025 in Review
22 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) for Q4 2025, worth a combined $22.4M — down 26% from $30.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of LVDS and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $148K. The largest seller was HighTower Advisors, cutting an estimated $3.25M.
- 22 institutional investors held JPMorgan Fundamental Data Science Large Value ETF (LVDS) as of Q4 2025, down from 23 in Q3 2025.
- Funds reported $22.4M of JPMorgan Fundamental Data Science Large Value ETF stock for Q4 2025, down 26% quarter-over-quarter.
- 4 funds opened new JPMorgan Fundamental Data Science Large Value ETF positions in Q4 2025 and 5 closed out, a net change of -1 holder.
- The largest JPMorgan Fundamental Data Science Large Value ETF buyer in Q4 2025 was Osaic Holdings, an estimated $148K added.
- The largest JPMorgan Fundamental Data Science Large Value ETF seller in Q4 2025 was HighTower Advisors, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2025.