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Applied Finance Valuation Large Cap ETF

31 hedge funds and large institutions have $170M invested in Applied Finance Valuation Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% more capital invested

Capital invested by funds: $168M → $170M (+$1.67M)

0.8% more ownership

Funds ownership: 75.69%76.49% (+0.8%)

3% less funds holding

Funds holding: 3231 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
3
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$42.4M +$1.3M +35,521 +3%
NCM
2
Novare Capital Management
North Carolina
$25.3M +$1.25M +34,041 +5%
WG
3
Watchman Group
Texas
$20.5M +$164K +4,456 +0.8%
JCM
4
Jacobi Capital Management
Pennsylvania
$11.7M +$3.13M +85,121 +34%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.66M -$3.74M -101,837 -27%
FB
6
Fulton Bank
Pennsylvania
$8.34M +$385K +10,471 +5%
AP
7
Atwood & Palmer
Missouri
$7.3M +$868K +23,638 +13%
APW
8
Acima Private Wealth
Virginia
$7.18M +$4.23M +115,049 +128%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$5.58M -$717K -19,515 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.42M +$187K +5,096 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.29M +$136K +3,698 +3%
EWA
12
EverSource Wealth Advisors
Alabama
$3.89M +$903K +24,585 +28%
C
13
Croban
Ohio
$3.24M +$600K +16,329 +21%
CMS
14
Capital Market Strategies
Florida
$3.2M +$392K +10,665 +13%
AEPWM
15
Atlantic Edge Private Wealth Management
Florida
$2.39M -$14.7K -400 -0.6%
ASN
16
Advisory Services Network
Georgia
$2.17M -$17.3K -472 -0.8%
OFO
17
OneAscent Family Office
Alabama
$2.13M +$2.23M +60,620 New
IIM
18
InTrack Investment Management
Vermont
$1.74M -$188K -5,104 -9%
GCM
19
Gibraltar Capital Management
Oklahoma
$1.14M -$10.7K -292 -0.9%
UBS Group
20
UBS Group
Switzerland
$920K +$74.5K +2,027 +8%
CWS
21
Confluence Wealth Services
Pennsylvania
$689K
PTC
22
Private Trust Company
Ohio
$376K -$28.7K -781 -7%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$359K -$24.8K -675 -6%
LPL Financial
24
LPL Financial
California
$351K +$50.6K +1,376 +16%
MOS
25
MGO One Seven
Ohio
$292K +$2.28K +62 +0.7%

VSLU Hedge Fund Activity: Q1 2025 in Review

31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q1 2025, worth a combined $170M — up 0.99% from $168M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VSLU and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 16 added.

The largest buyer was Acima Private Wealth, adding an estimated $4.23M. The largest seller was JP Morgan Chase, cutting an estimated $3.74M.

  • 31 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q1 2025, down from 32 in Q4 2024.
  • Funds reported $170M of Applied Finance Valuation Large Cap ETF stock for Q1 2025, up 0.99% quarter-over-quarter.
  • 3 funds opened new Applied Finance Valuation Large Cap ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Applied Finance Valuation Large Cap ETF buyer in Q1 2025 was Acima Private Wealth, an estimated $4.23M added.
  • The largest Applied Finance Valuation Large Cap ETF seller in Q1 2025 was JP Morgan Chase, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2025.