Applied Finance Valuation Large Cap ETF
VSLU
32 hedge funds and large institutions have $168M invested in Applied Finance Valuation Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% less funds holding
Funds holding: 33 → 32 (-1)
8% less capital invested
Capital invested by funds: $183M → $168M (-$14.9M)
10.53% less ownership
Funds ownership: 86.22% → 75.69% (-11%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Watchman Group
Plano,
Texas
|
+$2.56M |
| 2 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$1.91M |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$1.4M |
| 4 |
FB
Fulton Bank
Lancaster,
Pennsylvania
|
+$1.15M |
| 5 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$22.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.33M |
| 3 |
GS
GTS Securities
New York
|
-$2.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$595K |
| 5 |
Jane Street
New York
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| $317K | -$15.3K | -416 | -5% |
|
|
MOS
27
MGO One Seven
Beachwood,
Ohio
| $303K | +$18.3K | +498 | +6% |
|
28
Stifel Financial
St. Louis,
Missouri
| $240K | -$921 | -25 | -0.4% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $54.9K | +$55.2K | +1,500 | New |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $46.3K | – | – | – |
|
31
Russell Investments Group
London,
United Kingdom
| $36.8K | +$37.1K | +1,006 | New |
|
|
PS
32
Principal Securities
Des Moines,
Iowa
| $1.46K | – | – | – |
|
|
NDSI
33
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| – | -$22.3M | -612,775 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$595K | -16,528 | Closed |
|
|
35
Jane Street
New York
| – | -$356K | -9,897 | Closed |
|
36
Comerica Bank
Dallas,
Texas
| – | -$96.4K | -2,678 | Closed |
|
VSLU Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q4 2024, worth a combined $168M — down 8.1% from $183M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VSLU and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 18 added.
The largest buyer was Watchman Group, adding an estimated $2.56M. The largest seller was Newman Dignan & Sheerar Inc, exiting entirely with an estimated $22.3M sold.
- 32 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $168M of Applied Finance Valuation Large Cap ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
- 3 funds opened new Applied Finance Valuation Large Cap ETF positions in Q4 2024 and 4 closed out, a net change of -1 holder.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q4 2024 was Watchman Group, an estimated $2.56M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q4 2024 was Newman Dignan & Sheerar Inc, an estimated $22.3M sold.
Based on aggregated 13F filings for Q4 2024.