Applied Finance Valuation Large Cap ETF
VSLU
8 hedge funds and large institutions have $2.9M invested in Applied Finance Valuation Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
3.28% more ownership
Funds ownership: 72.76% → 76.05% (+3.3%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
65% less capital invested
Capital invested by funds: $8.41M → $2.9M (-$5.51M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$317K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$228K |
| 3 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
+$32.2K |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$145 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$106K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$60.4K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
1
Advisory Services Network
Atlanta,
Georgia
| $1.05M | -$106K | -4,373 | -8% |
|
|
BFG
2
Beacon Financial Group
Dallas,
Texas
| $761K | +$145 | +6 | +0% |
|
|
GCM
3
Gibraltar Capital Management
Tulsa,
Oklahoma
| $535K | +$32.2K | +1,333 | +6% |
|
|
4
CIBC World Market
Toronto,
Ontario, Canada
| $300K | -$60.4K | -2,500 | -15% |
|
|
5
Citadel Advisors
Miami,
Florida
| $205K | +$228K | +9,436 | New |
|
|
MCC
6
Money Concepts Capital
Palm Beach Gardens,
Florida
| $32K | -$15K | -621 | -30% |
|
|
CCM
7
Covington Capital Management
Los Angeles,
California
| $11K | – | – | – |
|
|
NDSI
8
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $5.38K | +$317K | +13,137 | +6% |
|
VSLU Hedge Fund Activity: Q3 2022 in Review
8 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q3 2022, worth a combined $2.9M — down 65% from $8.41M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new VSLU positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $317K. The largest seller was Advisory Services Network, cutting an estimated $106K.
- 8 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q3 2022, up from 7 in Q2 2022.
- Funds reported $2.9M of Applied Finance Valuation Large Cap ETF stock for Q3 2022, down 65% quarter-over-quarter.
- 1 fund opened new Applied Finance Valuation Large Cap ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q3 2022 was Newman Dignan & Sheerar Inc, an estimated $317K added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q3 2022 was Advisory Services Network, an estimated $106K sold.
Based on aggregated 13F filings for Q3 2022.