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Applied Finance Valuation Large Cap ETF
VSLU

Overview Fund Activity

23 hedge funds and large institutions have $88.2M invested in Applied Finance Valuation Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
15
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$17.1M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$4.06M
3
UBS Group
3
UBS Group
Switzerland
$3.91M
4
FB
4
Fulton Bank
Pennsylvania
$4.61M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$0
2
ASN
2
Advisory Services Network
Georgia
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1
Novare Capital Management
North Carolina
$17.9M +$2.32M +71,319 +15%
NDSI
2
Newman Dignan & Sheerar Inc
Rhode Island
$17.1M +$17.1M +525,714 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.1M +$2.93M +89,958 +24%
WG
4
Watchman Group
Texas
$6.39M +$2.75M +84,467 +76%
FB
5
Fulton Bank
Pennsylvania
$4.61M +$3.09M +94,806 +203%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$4.06M +$4.06M +124,719 New
UBS Group
7
UBS Group
Switzerland
$3.91M +$3.75M +115,202 +2,397%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.02M +$134K +4,125 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.96M +$54.1K +1,661 +2%
CMS
10
Capital Market Strategies
Florida
$2.12M +$1.11M +33,924 +109%
AP
11
Atwood & Palmer
Missouri
$1.94M +$389K +11,928 +25%
ASN
12
Advisory Services Network
Georgia
$1.9M -$68.4K -2,098 -3%
IIM
13
InTrack Investment Management
Vermont
$1.52M +$198K +6,087 +15%
JCM
14
Jacobi Capital Management
Pennsylvania
$1.37M +$806K +24,734 +143%
GCM
15
Gibraltar Capital Management
Oklahoma
$971K +$44.7K +1,373 +5%
GS
16
GTS Securities
New York
$880K +$11.4K +351 +1%
AEPWM
17
Atlantic Edge Private Wealth Management
Florida
$731K +$731K +22,430 New
CWS
18
Confluence Wealth Services
Pennsylvania
$670K +$73.3K +2,250 +12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$410K +$178K +5,477 +77%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$347K – – –
MOS
21
MGO One Seven
Ohio
$230K +$230K +7,049 New
Comerica Bank
22
Comerica Bank
Texas
$43.5K +$43.5K +1,335 New
Osaic Holdings
23
Osaic Holdings
Arizona
$33.7K +$33.7K +1,034 New
Fisher Asset Management
24
Fisher Asset Management
Washington
– -$205K -6,894 Closed