Applied Finance Valuation Large Cap ETF
VSLU
31 hedge funds and large institutions have $170M invested in Applied Finance Valuation Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1% more capital invested
Capital invested by funds: $168M → $170M (+$1.67M)
0.8% more ownership
Funds ownership: 75.69% → 76.49% (+0.8%)
3% less funds holding
Funds holding: 32 → 31 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$4.23M |
| 2 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$3.13M |
| 3 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$2.23M |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$1.3M |
| 5 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.74M |
| 2 |
GS
GTS Securities
New York
|
-$718K |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$717K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$646K |
| 5 |
Two Sigma Investments
New York
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Stifel Financial
St. Louis,
Missouri
| $229K | -$918 | -25 | -0.4% |
|
27
Truist Financial
Charlotte,
North Carolina
| $224K | +$235K | +6,393 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $53.4K | +$9.48K | +258 | +20% |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $1.46K | – | – | – |
|
|
CAWM
30
Capital A Wealth Management
New Castle,
Pennsylvania
| $665 | +$698 | +19 | New |
|
31
Russell Investments Group
London,
United Kingdom
| $30 | -$36.9K | -1,005 | -100% |
|
|
GS
32
GTS Securities
New York
| – | -$718K | -19,616 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$646K | -17,652 | Closed |
|
|
34
Two Sigma Investments
New York
| – | -$571K | -15,600 | Closed |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$54.9K | -1,500 | Closed |
|
VSLU Hedge Fund Activity: Q1 2025 in Review
31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q1 2025, worth a combined $170M — up 0.99% from $168M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VSLU and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 16 added.
The largest buyer was Acima Private Wealth, adding an estimated $4.23M. The largest seller was JP Morgan Chase, cutting an estimated $3.74M.
- 31 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q1 2025, down from 32 in Q4 2024.
- Funds reported $170M of Applied Finance Valuation Large Cap ETF stock for Q1 2025, up 0.99% quarter-over-quarter.
- 3 funds opened new Applied Finance Valuation Large Cap ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q1 2025 was Acima Private Wealth, an estimated $4.23M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q1 2025 was JP Morgan Chase, an estimated $3.74M sold.
Based on aggregated 13F filings for Q1 2025.