Applied Finance Valuation Large Cap ETF
VSLU
6 hedge funds and large institutions have $7.94M invested in Applied Finance Valuation Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
18.23% more ownership
Funds ownership: 61.7% → 79.94% (+18%)
14% less capital invested
Capital invested by funds: $9.22M → $7.94M (-$1.28M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$1.4M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$1.1M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.41M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$38.2K |
| 3 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
-$19.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
1
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $4.25M | +$1.4M | +51,303 | +52% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $1.34M | +$830K | +30,390 | +181% |
|
|
BFG
3
Beacon Financial Group
Dallas,
Texas
| $1.14M | +$1.1M | +40,246 | New |
|
|
4
CIBC World Market
Toronto,
Ontario, Canada
| $478K | -$38.2K | -1,400 | -8% |
|
|
GCM
5
Gibraltar Capital Management
Tulsa,
Oklahoma
| $468K | -$19.1K | -699 | -4% |
|
|
6
Citadel Advisors
Miami,
Florida
| $265K | -$5.41M | -197,943 | -95% |
|
VSLU Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q4 2021, worth a combined $7.94M — down 14% from $9.22M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new VSLU positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $1.4M. The largest seller was Citadel Advisors, cutting an estimated $5.41M.
- 6 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $7.94M of Applied Finance Valuation Large Cap ETF stock for Q4 2021, down 14% quarter-over-quarter.
- 1 fund opened new Applied Finance Valuation Large Cap ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q4 2021 was Newman Dignan & Sheerar Inc, an estimated $1.4M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q4 2021 was Citadel Advisors, an estimated $5.41M sold.
Based on aggregated 13F filings for Q4 2021.