Applied Finance Valuation Large Cap ETF
VSLU
7 hedge funds and large institutions have $13.3M invested in Applied Finance Valuation Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
16% more capital invested
Capital invested by funds: $11.5M → $13.3M (+$1.8M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5.44% less ownership
Funds ownership: 77.58% → 72.14% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$580K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$268K |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$121K |
| 4 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
+$39.5K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$17.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$82.9K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$13.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
1
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $9.33M | +$580K | +23,641 | +7% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $1.44M | +$17.5K | +715 | +1% |
|
|
BFG
3
Beacon Financial Group
Dallas,
Texas
| $961K | +$121K | +4,919 | +15% |
|
|
GCM
4
Gibraltar Capital Management
Tulsa,
Oklahoma
| $724K | +$39.5K | +1,608 | +6% |
|
5
CIBC World Market
Toronto,
Ontario, Canada
| $302K | – | – | – |
|
|
6
Jane Street
New York
| $299K | -$82.9K | -3,379 | -22% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $277K | +$268K | +10,938 | New |
|
|
MCC
8
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$13.4K | -568 | Closed |
|
VSLU Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q1 2023, worth a combined $13.3M — up 16% from $11.5M a quarter earlier.
Fund positioning in VSLU was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $580K. The largest seller was Jane Street, cutting an estimated $82.9K.
- 7 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $13.3M of Applied Finance Valuation Large Cap ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 1 fund opened new Applied Finance Valuation Large Cap ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q1 2023 was Newman Dignan & Sheerar Inc, an estimated $580K added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q1 2023 was Jane Street, an estimated $82.9K sold.
Based on aggregated 13F filings for Q1 2023.