Applied Finance Valuation Large Cap ETF
VSLU
33 hedge funds and large institutions have $183M invested in Applied Finance Valuation Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more capital invested
Capital invested by funds: $136M → $183M (+$47.2M)
18% more funds holding
Funds holding: 28 → 33 (+5)
5.53% more ownership
Funds ownership: 80.69% → 86.22% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Watchman Group
Plano,
Texas
|
+$17.7M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.24M |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$4.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.22M |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$260K |
| 3 |
IIM
InTrack Investment Management
South Burlington,
Vermont
|
-$35.4K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| $326K | +$314K | +9,068 | New |
|
|
MOS
27
MGO One Seven
Beachwood,
Ohio
| $280K | +$16.2K | +468 | +6% |
|
28
Stifel Financial
St. Louis,
Missouri
| $237K | – | – | – |
|
29
Two Sigma Investments
New York
| $223K | +$215K | +6,200 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $223K | -$260K | -7,518 | -55% |
|
31
Comerica Bank
Dallas,
Texas
| $96.4K | +$45.9K | +1,325 | +98% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $45.6K | – | – | – |
|
|
PS
33
Principal Securities
Des Moines,
Iowa
| $1.44K | – | – | – |
|
VSLU Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q3 2024, worth a combined $183M — up 35% from $136M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSLU positions and 0 closed out — a net gain of 5 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Watchman Group, opening a new position worth an estimated $17.7M. The largest seller was JP Morgan Chase, cutting an estimated $2.03M.
- 33 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q3 2024, up from 28 in Q2 2024.
- Funds reported $183M of Applied Finance Valuation Large Cap ETF stock for Q3 2024, up 35% quarter-over-quarter.
- 5 funds opened new Applied Finance Valuation Large Cap ETF positions in Q3 2024 and 0 closed out, a net change of +5 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q3 2024 was Watchman Group, an estimated $17.7M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q3 2024 was JP Morgan Chase, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2024.