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Applied Finance Valuation Large Cap ETF
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Overview Fund Activity

33 hedge funds and large institutions have $183M invested in Applied Finance Valuation Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
20
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WG
1
Watchman Group
Texas
$18.4M
2
AP
2
Atwood & Palmer
Missouri
$6.73M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$40.9M
4
UBS Group
4
UBS Group
Switzerland
$9.02M
5
JCM
5
Jacobi Capital Management
Pennsylvania
$7.07M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$223K
3
IIM
3
InTrack Investment Management
Vermont
$1.98M
4
PTC
4
Private Trust Company
Ohio
$434K
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$40.9M 1,136,311 +120,530 +12%
NCM
2
Novare Capital Management
North Carolina
$23.7M 659,425 +70,653 +12%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$22.3M 612,775 +12,948 +2%
WG
4
Watchman Group
Texas
$18.4M 512,100 +512,100 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.7M 353,694 -58,587 -14%
UBS Group
6
UBS Group
Switzerland
$9.02M 250,447 +92,917 +59%
FB
7
Fulton Bank
Pennsylvania
$7.07M 196,516 +35,043 +22%
JCM
8
Jacobi Capital Management
Pennsylvania
$7.07M 196,472 +75,308 +62%
AP
9
Atwood & Palmer
Missouri
$6.73M 187,038 +122,465 +190%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$5.97M 165,719 +8,752 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.57M 99,305 +2,216 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.52M 97,729 +2,592 +3%
GS
13
GTS Securities
New York
$2.91M 80,881 +4,025 +5%
CMS
14
Capital Market Strategies
Florida
$2.67M 74,054 +2,463 +3%
EWA
15
EverSource Wealth Advisors
Alabama
$2.52M 69,910 +69,910 New
APW
16
Acima Private Wealth
Virginia
$2.47M 68,639 +644 +0.9%
AEPWM
17
Atlantic Edge Private Wealth Management
Florida
$2.47M 68,516 +10,615 +18%
ASN
18
Advisory Services Network
Georgia
$2.06M 60,195 – –
IIM
19
InTrack Investment Management
Vermont
$1.98M 54,898 -1,021 -2%
GCM
20
Gibraltar Capital Management
Oklahoma
$1.11M 30,877 +1,522 +5%
CWS
21
Confluence Wealth Services
Pennsylvania
$796K 22,100 +1,150 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$595K 16,528 +3,077 +23%
PTC
23
Private Trust Company
Ohio
$434K 12,065 -300 -2%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$394K 10,935 +300 +3%
Jane Street
25
Jane Street
New York
$356K 9,897 +9,897 New
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