Applied Finance Valuation Large Cap ETF
VSLU
10 hedge funds and large institutions have $39.9M invested in Applied Finance Valuation Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,315% more capital inflows, than outflows
Capital inflows: $14.9M | Capital outflows: $1.05M
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
68.29% more ownership
Funds ownership: 135.57% → 203.87% (+68%)
67% more funds holding
Funds holding: 6 → 10 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.8M |
| 2 |
Novare Capital Management
Charlotte,
North Carolina
|
+$1.94M |
| 3 |
Atwood & Palmer
Kansas City,
Missouri
|
+$1.14M |
| 4 |
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$1.04M |
| 5 |
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beacon Financial Group
Dallas,
Texas
|
-$1.04M |
| 2 |
Gibraltar Capital Management
Tulsa,
Oklahoma
|
-$6.26K |
VSLU Hedge Fund Activity: Q3 2023 in Review
10 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q3 2023, worth a combined $39.9M — up 47% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VSLU positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $9.8M. The largest seller was Beacon Financial Group, exiting entirely with an estimated $1.04M sold.
- 10 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $39.9M of Applied Finance Valuation Large Cap ETF stock for Q3 2023, up 47% quarter-over-quarter.
- 5 funds opened new Applied Finance Valuation Large Cap ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Applied Finance Valuation Large Cap ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $9.8M added.
- The largest Applied Finance Valuation Large Cap ETF seller in Q3 2023 was Beacon Financial Group, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2023.