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Applied Finance Valuation Large Cap ETF

19 hedge funds and large institutions have $47M invested in Applied Finance Valuation Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

90% more funds holding

Funds holding: 10 → 19 (+9)

20% more capital inflows, than outflows

Capital inflows: $15.7M | Capital outflows: $13.1M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

172.16% less ownership

Funds ownership: 203.87% → 31.71% (-172%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

VSLU Hedge Fund Activity: Q4 2023 in Review

19 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q4 2023, worth a combined $47M — up 18% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VSLU positions and 1 closed out — a net gain of 9 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Watchman Group, opening a new position worth an estimated $3.12M. The largest seller was Newman Dignan & Sheerar Inc, exiting entirely with an estimated $12M sold.

  • 19 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $47M of Applied Finance Valuation Large Cap ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 10 funds opened new Applied Finance Valuation Large Cap ETF positions in Q4 2023 and 1 closed out, a net change of +9 holders.
  • The largest Applied Finance Valuation Large Cap ETF buyer in Q4 2023 was Watchman Group, an estimated $3.12M added.
  • The largest Applied Finance Valuation Large Cap ETF seller in Q4 2023 was Newman Dignan & Sheerar Inc, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2023.