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Applied Finance Valuation Large Cap ETF

43 hedge funds and large institutions have $278M invested in Applied Finance Valuation Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $226M → $278M (+$51.8M)

8% more funds holding

Funds holding: 4043 (+3)

2.56% more ownership

Funds ownership: 88.75%91.31% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.56%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
7
Increased
21
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$61.4M +$8.61M +209,973 +17%
NCM
2
Novare Capital Management
North Carolina
$34.1M +$2.66M +64,907 +9%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$29.4M -$20K -487 -0.1%
WG
4
Watchman Group
Texas
$27.1M +$833K +20,330 +3%
JCM
5
Jacobi Capital Management
Pennsylvania
$18.5M +$1.68M +40,902 +10%
FB
6
Fulton Bank
Pennsylvania
$11.6M +$538K +13,126 +5%
EWA
7
EverSource Wealth Advisors
Alabama
$11M +$6.27M +152,946 +148%
APW
8
Acima Private Wealth
Virginia
$10.3M +$294K +7,168 +3%
AP
9
Atwood & Palmer
Missouri
$9.01M +$92.7K +2,261 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$7.35M +$506K +12,342 +8%
OPA
11
Old Port Advisors
Maine
$7.32M +$6.78M +165,431 +2,785%
TNBTD
12
Trustmark National Bank Trust Department
Mississippi
$6.69M +$227K +5,536 +4%
C
13
Croban
Ohio
$5.73M +$1.74M +42,488 +46%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.44M -$451 -11 -0%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.84M -$479K -11,687 -9%
CWMP
16
Clarion Wealth Managment Partners
Virginia
$4.64M +$2.5M +60,879 +127%
ASN
17
Advisory Services Network
Georgia
$3.35M +$710K +17,313 +28%
AEPWM
18
Atlantic Edge Private Wealth Management
Florida
$3.32M +$28.7K +700 +0.9%
AFCM
19
Applied Finance Capital Management
Puerto Rico
$3.04M +$9.88K +241 +0.3%
OFO
20
OneAscent Family Office
Alabama
$2.59M
GCM
21
Gibraltar Capital Management
Oklahoma
$1.51M +$105K +2,552 +8%
QCM
22
Quantinno Capital Management
New York
$1.33M +$1.28M +31,122 New
LPL Financial
23
LPL Financial
California
$1.26M +$751K +18,323 +165%
CWS
24
Confluence Wealth Services
Pennsylvania
$897K
UBS Group
25
UBS Group
Switzerland
$868K -$160K -3,914 -16%

VSLU Hedge Fund Activity: Q3 2025 in Review

43 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q3 2025, worth a combined $278M — up 23% from $226M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSLU positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Crestwood Advisors Group, adding an estimated $8.61M. The largest seller was Goldman Sachs, exiting entirely with an estimated $850K sold.

  • 43 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q3 2025, up from 40 in Q2 2025.
  • Funds reported $278M of Applied Finance Valuation Large Cap ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 7 funds opened new Applied Finance Valuation Large Cap ETF positions in Q3 2025 and 3 closed out, a net change of +4 holders.
  • The largest Applied Finance Valuation Large Cap ETF buyer in Q3 2025 was Crestwood Advisors Group, an estimated $8.61M added.
  • The largest Applied Finance Valuation Large Cap ETF seller in Q3 2025 was Goldman Sachs, an estimated $850K sold.

Based on aggregated 13F filings for Q3 2025.