Parnassus Value Select ETF
PRVS
13 hedge funds and large institutions have $3.58M invested in Parnassus Value Select ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
117% more funds holding
Funds holding: 6 → 13 (+7)
3% more capital invested
Capital invested by funds: $3.46M → $3.58M (+$119K)
11.76% less ownership
Funds ownership: 43.31% → 31.56% (-12%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$951K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$882K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$299K |
| 4 |
VT
Vise Technologies
New York
|
+$238K |
| 5 |
BlackRock
New York
|
+$31.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.55M |
| 2 |
JP Morgan Chase
New York
|
-$49.4K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$10.9K |
| 4 |
EI
Ethic Inc
New York
|
-$1.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Focus Partners Wealth
Boston,
Massachusetts
| $971K | +$951K | +34,654 | New |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $938K | +$882K | +32,145 | New |
|
|
HIF
3
Hill Island Financial
Grand Rapids,
Michigan
| $418K | +$24.8K | +904 | +6% |
|
|
EI
4
Ethic Inc
New York
| $339K | -$1.1K | -40 | -0.3% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $305K | +$299K | +10,886 | New |
|
|
VT
6
Vise Technologies
New York
| $243K | +$238K | +8,688 | New |
|
|
7
JP Morgan Chase
New York
| $97K | -$49.4K | -1,799 | -34% |
|
|
QA
8
Quattro Advisors
Pittsburgh,
Pennsylvania
| $89.1K | +$87.3K | +3,181 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $59.5K | -$10.9K | -398 | -16% |
|
|
SG
10
Sankala Group
Lyons,
Colorado
| $49.6K | +$46.1K | +1,679 | New |
|
|
11
BlackRock
New York
| $32.2K | +$31.5K | +1,149 | New |
|
|
GT
12
Glenmede Trust
Philadelphia,
Pennsylvania
| $28K | +$27.4K | +1,000 | New |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $6.58K | – | – | – |
|
|
14
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$2.55M | -95,761 | Closed |
|
PRVS Hedge Fund Activity: Q4 2025 in Review
13 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Parnassus Value Select ETF (PRVS) for Q4 2025, worth a combined $3.58M — up 3.4% from $3.46M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PRVS positions and 1 closed out — a net gain of 7 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $951K. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $2.55M sold.
- 13 institutional investors held Parnassus Value Select ETF (PRVS) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $3.58M of Parnassus Value Select ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
- 8 funds opened new Parnassus Value Select ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
- The largest Parnassus Value Select ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $951K added.
- The largest Parnassus Value Select ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2025.