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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
-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
Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$42.4M +$1.24M +35,521 +3%
NCM
2
Novare Capital Management
North Carolina
$25.3M +$1.19M +34,041 +5%
WG
3
Watchman Group
Texas
$20.5M +$156K +4,456 +0.8%
JCM
4
Jacobi Capital Management
Pennsylvania
$11.7M +$2.98M +85,121 +34%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.66M -$3.57M -101,837 -27%
FB
6
Fulton Bank
Pennsylvania
$8.34M +$367K +10,471 +5%
AP
7
Atwood & Palmer
Missouri
$7.3M +$828K +23,638 +13%
APW
8
Acima Private Wealth
Virginia
$7.18M +$4.03M +115,049 +128%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$5.58M -$683K -19,515 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.42M +$178K +5,096 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.29M +$130K +3,698 +3%
EWA
12
EverSource Wealth Advisors
Alabama
$3.89M +$861K +24,585 +28%
C
13
Croban
Ohio
$3.24M +$572K +16,329 +21%
CMS
14
Capital Market Strategies
Florida
$3.2M +$374K +10,665 +13%
AEPWM
15
Atlantic Edge Private Wealth Management
Florida
$2.39M -$14K -400 -0.6%
ASN
16
Advisory Services Network
Georgia
$2.17M -$16.5K -472 -0.8%
OFO
17
OneAscent Family Office
Alabama
$2.13M +$2.13M +60,620 New
IIM
18
InTrack Investment Management
Vermont
$1.74M -$179K -5,104 -9%
GCM
19
Gibraltar Capital Management
Oklahoma
$1.14M -$10.2K -292 -0.9%
UBS Group
20
UBS Group
Switzerland
$920K +$71K +2,027 +8%
CWS
21
Confluence Wealth Services
Pennsylvania
$689K
PTC
22
Private Trust Company
Ohio
$376K -$27.4K -781 -7%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$359K -$23.6K -675 -6%
LPL Financial
24
LPL Financial
California
$351K +$48.2K +1,376 +16%
MOS
25
MGO One Seven
Ohio
$292K +$2.17K +62 +0.7%