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Vident US Equity Strategy ETF

27 hedge funds and large institutions have $557M invested in Vident US Equity Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more capital invested

Capital invested by funds: $554M → $557M (+$3.08M)

0% more funds holding

Funds holding: 2727 (0)

5.46% less ownership

Funds ownership: 100.1%94.63% (-5.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$491M -$39.9M -669,950 -7%
VA
2
Vident Advisory
Georgia
$50.2M -$974K -16,359 -2%
Goldman Sachs
3
Goldman Sachs
New York
$6.85M +$177K +2,973 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.85M +$750K +12,601 +67%
Citadel Advisors
5
Citadel Advisors
Florida
$1.1M +$540K +9,072 +94%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$899K +$73.8K +1,239 +9%
Jane Street
7
Jane Street
New York
$696K +$707K +11,871 New
Raymond James Financial
8
Raymond James Financial
Florida
$542K +$550K +9,241 New
WH
9
Willner & Heller
California
$541K +$179K +3,011 +48%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$405K +$411K +6,907 New
SIAS
11
Summit Investment Advisory Services
Minnesota
$387K +$1.61K +27 +0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$365K +$6.61K +111 +2%
LPL Financial
13
LPL Financial
California
$314K +$60 +1 +0%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$259K -$488K -8,200 -65%
SA
15
Stewardship Advisors
Pennsylvania
$243K +$14.9K +251 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$233K +$203K +3,416 +612%
FIA
17
Foundations Investment Advisors
Arizona
$221K -$109K -1,824 -33%
MCM
18
MAI Capital Management
Ohio
$216K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$175K -$23.2K -389 -12%
CCA
20
Criterion Capital Advisors
Tennessee
$88.5K
UBS Group
21
UBS Group
Switzerland
$81.2K +$82.4K +1,384 New
KPP
22
Kings Path Partners
Texas
$70.8K -$87.1K -1,463 -55%
PWMG
23
Private Wealth Management Group
New Jersey
$64.8K
HNB
24
Huntington National Bank
Ohio
$64.3K
NWM
25
Nova Wealth Management
Florida
$22.2K +$22.6K +379 New

VUSE Hedge Fund Activity: Q4 2024 in Review

27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vident US Equity Strategy ETF (VUSE) for Q4 2024, worth a combined $557M — up 0.56% from $554M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VUSE positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $750K. The largest seller was Blue Trust Inc, cutting an estimated $39.9M.

  • 27 institutional investors held Vident US Equity Strategy ETF (VUSE) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $557M of Vident US Equity Strategy ETF stock for Q4 2024, up 0.56% quarter-over-quarter.
  • 5 funds opened new Vident US Equity Strategy ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Vident US Equity Strategy ETF buyer in Q4 2024 was Osaic Holdings, an estimated $750K added.
  • The largest Vident US Equity Strategy ETF seller in Q4 2024 was Blue Trust Inc, an estimated $39.9M sold.

Based on aggregated 13F filings for Q4 2024.