Applied Finance Valuation Large Cap ETF
VSLU
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.
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)
18% more capital invested
Capital invested by funds: $39.9M → $47M (+$7.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.86% less ownership
Funds ownership: 79.16% → 61.3% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Watchman Group
Plano,
Texas
|
+$3.12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.49M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.47M |
| 4 |
FB
Fulton Bank
Lancaster,
Pennsylvania
|
+$1.3M |
| 5 |
IIM
InTrack Investment Management
South Burlington,
Vermont
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$12M |
| 2 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$1.09M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$14K |
VSLU Hedge Fund Activity: Q4 2023 in Review
19 of the 6,869 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.