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Applied Finance Valuation Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
3
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$229K -$876 -25 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$224K +$224K +6,393 New
Osaic Holdings
28
Osaic Holdings
Arizona
$53.4K +$9.04K +258 +20%
PS
29
Principal Securities
Iowa
$1.46K
CAWM
30
Capital A Wealth Management
Pennsylvania
$665 +$665 +19 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
$30 -$30.2K -1,005 -100%
GS
32
GTS Securities
New York
-$718K -19,616 Closed
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
-$646K -17,652 Closed
Two Sigma Investments
34
Two Sigma Investments
New York
-$571K -15,600 Closed
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
-$54.9K -1,500 Closed