Applied Finance Valuation Large Cap ETF
VSLU
7 hedge funds and large institutions have $8.41M invested in Applied Finance Valuation Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
138% more capital invested
Capital invested by funds: $3.54M → $8.41M (+$4.87M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
43.74% more ownership
Funds ownership: 29.03% → 72.76% (+44%)
40% more funds holding
Funds holding: 5 → 7 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$5.84M |
| 2 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
+$72.8K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$37.9K |
| 4 |
CCM
Covington Capital Management
Los Angeles,
California
|
+$12.5K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$125K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
1
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $5.41M | +$5.84M | +234,316 | New |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $1.22M | +$37.9K | +1,521 | +3% |
|
|
BFG
3
Beacon Financial Group
Dallas,
Texas
| $813K | -$125K | -5,005 | -13% |
|
|
GCM
4
Gibraltar Capital Management
Tulsa,
Oklahoma
| $537K | +$72.8K | +2,921 | +14% |
|
|
5
CIBC World Market
Toronto,
Ontario, Canada
| $376K | +$2.49K | +100 | +0.6% |
|
|
MCC
6
Money Concepts Capital
Palm Beach Gardens,
Florida
| $49K | -$28.9K | -1,159 | -36% |
|
|
CCM
7
Covington Capital Management
Los Angeles,
California
| $12K | +$12.5K | +500 | New |
|
VSLU Hedge Fund Activity: Q2 2022 in Review
7 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q2 2022, worth a combined $8.41M — up 138% from $3.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VSLU positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, opening a new position worth an estimated $5.84M. The largest seller was Beacon Financial Group, cutting an estimated $125K.
- 7 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q2 2022, up from 5 in Q1 2022.
- Funds reported $8.41M of Applied Finance Valuation Large Cap ETF stock for Q2 2022, up 138% quarter-over-quarter.
- 2 funds opened new Applied Finance Valuation Large Cap ETF positions in Q2 2022 and 0 closed out, a net change of +2 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q2 2022 was Newman Dignan & Sheerar Inc, an estimated $5.84M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q2 2022 was Beacon Financial Group, an estimated $125K sold.
Based on aggregated 13F filings for Q2 2022.