Applied Finance Valuation Large Cap ETF
VSLU
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.
Holders
10
Holders Change
+4
Holders Change %
+66.67%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BFG
1
Beacon Financial Group
Dallas,
Texas
|
$0 |
| 2 |
GCM
2
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$758K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NCM
1
Novare Capital Management
Charlotte,
North Carolina
| $13.9M | 518,294 | +70,187 | +16% |
|
|
NDSI
2
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $12M | 446,384 | +37,683 | +9% |
|
3
JPMorgan Chase & Co
New York
| $9.45M | 352,563 | +352,563 | New |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $1.56M | 58,005 | +3,144 | +6% |
|
|
AP
5
Atwood & Palmer
Kansas City,
Missouri
| $1.11M | 41,280 | +41,280 | New |
|
|
GCM
6
Gibraltar Capital Management
Tulsa,
Oklahoma
| $758K | 28,269 | -226 | -0.8% |
|
|
CWS
7
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $410K | 15,300 | +15,300 | New |
|
8
CIBC World Market
Toronto,
Ontario, Canada
| $299K | 11,135 | – | – |
|
|
CMS
9
Capital Market Strategies
Palm Beach Gardens,
Florida
| $234K | 8,848 | +8,848 | New |
|
|
JCM
10
Jacobi Capital Management
Pittston,
Pennsylvania
| $218K | 8,137 | +8,137 | New |
|
|
BFG
11
Beacon Financial Group
Dallas,
Texas
| – | – | -38,394 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|