Applied Finance Valuation Large Cap ETF
VSLU
28 hedge funds and large institutions have $136M invested in Applied Finance Valuation Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 1 closing their positions.
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
54% more capital invested
Capital invested by funds: $88.2M → $136M (+$47.8M)
22% more funds holding
Funds holding: 23 → 28 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.62% less ownership
Funds ownership: 81.31% → 80.69% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$33.2M |
| 2 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$2.58M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$2.42M |
| 4 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$2.22M |
| 5 |
GS
GTS Securities
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Watchman Group
Plano,
Texas
|
-$6.39M |
| 2 |
JP Morgan Chase
New York
|
-$1.62M |
| 3 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $46.3K | +$587 | +18 | +1% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $43.3K | +$7.57K | +232 | +22% |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $1.37K | +$1.3K | +40 | New |
|
|
WG
29
Watchman Group
Plano,
Texas
| – | -$6.39M | -196,093 | Closed |
|
VSLU Hedge Fund Activity: Q2 2024 in Review
28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q2 2024, worth a combined $136M — up 54% from $88.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VSLU positions and 1 closed out — a net gain of 5 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $33.2M. The largest seller was Watchman Group, exiting entirely with an estimated $6.39M sold.
- 28 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $136M of Applied Finance Valuation Large Cap ETF stock for Q2 2024, up 54% quarter-over-quarter.
- 6 funds opened new Applied Finance Valuation Large Cap ETF positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q2 2024 was Crestwood Advisors Group, an estimated $33.2M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q2 2024 was Watchman Group, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2024.