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Applied Finance Valuation Large Cap ETF
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Overview Fund Activity

28 hedge funds and large institutions have $136M invested in Applied Finance Valuation Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
19
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$34.7M
2
JCM
2
Jacobi Capital Management
Pennsylvania
$4.14M
3
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$20.5M
4
APW
4
Acima Private Wealth
Virginia
$2.33M
5
GS
5
GTS Securities
New York
$2.63M

Top Sellers

1
WG
1
Watchman Group
Texas
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.1M
3
GCM
3
Gibraltar Capital Management
Oklahoma
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$34.7M 1,015,781 +1,015,781 New
NDSI
2
Newman Dignan & Sheerar Inc
Rhode Island
$20.5M 599,827 +74,113 +14%
NCM
3
Novare Capital Management
North Carolina
$20.1M 588,772 +38,296 +7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M 412,281 -49,739 -11%
FB
5
Fulton Bank
Pennsylvania
$5.52M 161,473 +19,933 +14%
UBS Group
6
UBS Group
Switzerland
$5.39M 157,530 +37,522 +31%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$5.37M 156,967 +32,248 +26%
JCM
8
Jacobi Capital Management
Pennsylvania
$4.14M 121,164 +79,189 +189%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.32M 97,089 +6,288 +7%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.25M 95,137 +2,347 +3%
GS
11
GTS Securities
New York
$2.63M 76,856 +49,849 +185%
CMS
12
Capital Market Strategies
Florida
$2.45M 71,591 +6,674 +10%
APW
13
Acima Private Wealth
Virginia
$2.33M 67,995 +67,995 New
AP
14
Atwood & Palmer
Missouri
$2.21M 64,573 +5,160 +9%
ASN
15
Advisory Services Network
Georgia
$2.06M 60,195 +1,999 +3%
AEPWM
16
Atlantic Edge Private Wealth Management
Florida
$1.98M 57,901 +35,471 +158%
IIM
17
InTrack Investment Management
Vermont
$1.91M 55,919 +9,214 +20%
GCM
18
Gibraltar Capital Management
Oklahoma
$1M 29,355 -451 -2%
CWS
19
Confluence Wealth Services
Pennsylvania
$716K 20,950 +400 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$469K 13,705 +1,136 +9%
Citadel Advisors
21
Citadel Advisors
Florida
$460K 13,451 +13,451 New
PTC
22
Private Trust Company
Ohio
$423K 12,365 +12,365 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$364K 10,635 – –
MOS
24
MGO One Seven
Ohio
$250K 7,304 +255 +4%
Stifel Financial
25
Stifel Financial
Missouri
$225K 6,575 +6,575 New
1
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