Applied Finance Valuation Large Cap ETF
VSLU
7 hedge funds and large institutions have $11.5M invested in Applied Finance Valuation Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
297% more capital invested
Capital invested by funds: $2.9M → $11.5M (+$8.63M)
1.53% more ownership
Funds ownership: 76.05% → 77.58% (+1.5%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
13% less funds holding
Funds holding: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$2.3M |
| 2 |
Jane Street
New York
|
+$359K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$182K |
| 4 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
+$56.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$205K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$43.7K |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$34.3K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
1
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $8.13M | +$2.3M | +97,359 | +39% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $1.33M | +$182K | +7,715 | +16% |
|
|
BFG
3
Beacon Financial Group
Dallas,
Texas
| $778K | -$34.3K | -1,450 | -4% |
|
|
GCM
4
Gibraltar Capital Management
Tulsa,
Oklahoma
| $637K | +$56.2K | +2,376 | +10% |
|
|
5
Jane Street
New York
| $359K | +$359K | +15,203 | New |
|
|
6
CIBC World Market
Toronto,
Ontario, Canada
| $282K | -$43.7K | -1,850 | -13% |
|
|
MCC
7
Money Concepts Capital
Palm Beach Gardens,
Florida
| $13.4K | -$21.3K | -903 | -61% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$205K | -9,436 | Closed |
|
VSLU Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q4 2022, worth a combined $11.5M — up 297% from $2.9M a quarter earlier.
Fund positioning in VSLU was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $2.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $205K sold.
- 7 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q4 2022, down from 8 in Q3 2022.
- Funds reported $11.5M of Applied Finance Valuation Large Cap ETF stock for Q4 2022, up 297% quarter-over-quarter.
- 1 fund opened new Applied Finance Valuation Large Cap ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q4 2022 was Newman Dignan & Sheerar Inc, an estimated $2.3M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q4 2022 was Citadel Advisors, an estimated $205K sold.
Based on aggregated 13F filings for Q4 2022.