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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
Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$42.4M
NCM
2
Novare Capital Management
North Carolina
$25.3M
WG
3
Watchman Group
Texas
$20.5M
JCM
4
Jacobi Capital Management
Pennsylvania
$11.7M
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.66M
FB
6
Fulton Bank
Pennsylvania
$8.34M
AP
7
Atwood & Palmer
Missouri
$7.3M
APW
8
Acima Private Wealth
Virginia
$7.18M
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$5.58M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.42M
MML Investors Services
11
MML Investors Services
Massachusetts
$4.29M
EWA
12
EverSource Wealth Advisors
Alabama
$3.89M
C
13
Croban
Ohio
$3.24M
CMS
14
Capital Market Strategies
Florida
$3.2M
AEPWM
15
Atlantic Edge Private Wealth Management
Florida
$2.39M
ASN
16
Advisory Services Network
Georgia
$2.17M
OFO
17
OneAscent Family Office
Alabama
$2.13M
IIM
18
InTrack Investment Management
Vermont
$1.74M
GCM
19
Gibraltar Capital Management
Oklahoma
$1.14M
UBS Group
20
UBS Group
Switzerland
$920K
CWS
21
Confluence Wealth Services
Pennsylvania
$689K
PTC
22
Private Trust Company
Ohio
$376K
CIBC World Market
23
CIBC World Market
Ontario, Canada
$359K
LPL Financial
24
LPL Financial
California
$351K
MOS
25
MGO One Seven
Ohio
$292K