Applied Finance Valuation Large Cap ETF
VSLU
40 hedge funds and large institutions have $226M invested in Applied Finance Valuation Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
33% more capital invested
Capital invested by funds: $170M → $226M (+$55.8M)
29% more funds holding
Funds holding: 31 → 40 (+9)
12.26% more ownership
Funds ownership: 76.49% → 88.75% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$24.8M |
| 2 |
AFCM
Applied Finance Capital Management
San Juan,
Puerto Rico
|
+$2.57M |
| 3 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$2.1M |
| 4 |
WG
Watchman Group
Plano,
Texas
|
+$1.04M |
| 5 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.17M |
| 2 |
IIM
InTrack Investment Management
South Burlington,
Vermont
|
-$1.1M |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$286K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$270K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$224K |
VSLU Hedge Fund Activity: Q2 2025 in Review
40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q2 2025, worth a combined $226M — up 33% from $170M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VSLU positions and 3 closed out — a net gain of 9 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, opening a new position worth an estimated $24.8M. The largest seller was JP Morgan Chase, cutting an estimated $4.17M.
- 40 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $226M of Applied Finance Valuation Large Cap ETF stock for Q2 2025, up 33% quarter-over-quarter.
- 12 funds opened new Applied Finance Valuation Large Cap ETF positions in Q2 2025 and 3 closed out, a net change of +9 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q2 2025 was Newman Dignan & Sheerar Inc, an estimated $24.8M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2025.