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Applied Finance Valuation Large Cap ETF

40 hedge funds and large institutions have $226M invested in Applied Finance Valuation Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$48.1M
NCM
2
Novare Capital Management
North Carolina
$28.7M
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$27M
WG
4
Watchman Group
Texas
$24.1M
JCM
5
Jacobi Capital Management
Pennsylvania
$15.3M
FB
6
Fulton Bank
Pennsylvania
$10.2M
APW
7
Acima Private Wealth
Virginia
$9.13M
AP
8
Atwood & Palmer
Missouri
$8.18M
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.26M
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$5.92M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.99M
MML Investors Services
12
MML Investors Services
Massachusetts
$4.89M
EWA
13
EverSource Wealth Advisors
Alabama
$4.06M
C
14
Croban
Ohio
$3.59M
CMS
15
Capital Market Strategies
Florida
$3.53M
AEPWM
16
Atlantic Edge Private Wealth Management
Florida
$3.01M
AFCM
17
Applied Finance Capital Management
Puerto Rico
$2.78M
ASN
18
Advisory Services Network
Georgia
$2.46M
OFO
19
OneAscent Family Office
Alabama
$2.37M
CWMP
20
Clarion Wealth Managment Partners
Virginia
$1.87M
GCM
21
Gibraltar Capital Management
Oklahoma
$1.29M
UBS Group
22
UBS Group
Switzerland
$949K
GS
23
GTS Securities
New York
$945K
Goldman Sachs
24
Goldman Sachs
New York
$850K
CWS
25
Confluence Wealth Services
Pennsylvania
$822K