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AAEQ

Alpha Architect US Equity 2 ETF
AAEQ

41 hedge funds and large institutions have $282M invested in Alpha Architect US Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

21% more funds holding

Funds holding: 34 → 41 (+7)

3.09% more ownership

Funds ownership: 61.31% → 64.4% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $290M → $282M (-$8.86M)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
2
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ODA
One Degree Advisors
California
+$2.48M
2
SC
Soundwatch Capital
Connecticut
+$2.25M
3
RFC
Regions Financial Corp
Alabama
+$1.34M
4
QCM
Quantinno Capital Management
New York
+$1.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
RWP
Revolve Wealth Partners
New Jersey
-$744K
2
TI
Truepoint Inc
Ohio
-$594K
3
MHS
M Holdings Securities
Oregon
-$589K
4
PWM
Perigon Wealth Management
California
-$370K
5
LNB
Ledyard National Bank
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cache Advisors
California
$169M – – –
EMC
2
Everest Management Corp
California
$17.7M -$70.3K -1,447 -0.4%
BPA
3
Beacon Pointe Advisors
California
$16.7M – – –
TI
4
Truepoint Inc
Ohio
$10.9M -$594K -12,227 -5%
JWM
5
JPL Wealth Management
Colorado
$10.7M -$243 -5 -0%
FWP
6
Flatrock Wealth Partners
California
$4.73M – – –
EFG
7
Ethos Financial Group
Pennsylvania
$4.67M – – –
SWM
8
Seed Wealth Management
Illinois
$4.25M -$8.11K -167 -0.2%
UCFA
9
United Capital Financial Advisors
Texas
$3.88M – – –
SC
10
Soundwatch Capital
Connecticut
$3.88M +$2.25M +46,310 +125%
MWP
11
Meredith Wealth Planning
Illinois
$3.78M – – –
LNB
12
Ledyard National Bank
$3.1M -$103K -2,120 -3%
ODA
13
One Degree Advisors
California
$2.37M +$2.48M +50,944 New
TPWA
14
Twin Peaks Wealth Advisors
California
$2.29M – – –
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.09M – – –
SWRP
16
Summit Wealth & Retirement Planning
California
$1.83M – – –
RWP
17
Revolve Wealth Partners
New Jersey
$1.75M -$744K -15,320 -29%
FDDB
18
Fidelity D&D Bancorp
Pennsylvania
$1.53M – – –
MPW
19
Magnolia Private Wealth
Pennsylvania
$1.52M – – –
MHS
20
M Holdings Securities
Oregon
$1.42M -$589K -12,125 -28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.35M +$668K +13,752 +90%
RFC
22
Regions Financial Corp
Alabama
$1.28M +$1.34M +27,580 New
QCM
23
Quantinno Capital Management
New York
$1.15M +$1.2M +24,794 New
QHA
24
Quarry Hill Advisors
Minnesota
$1.02M – – –
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.02M +$1.07M +21,952 New
1
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AAEQ Hedge Fund Activity: Q1 2026 in Review

41 of the 8,152 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Equity 2 ETF (AAEQ) for Q1 2026, worth a combined $282M — down 3.1% from $290M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AAEQ positions and 1 closed out — a net gain of 7 holders — while 2 added to existing stakes and 9 trimmed.

The largest buyer was One Degree Advisors, opening a new position worth an estimated $2.48M. The largest seller was Revolve Wealth Partners, cutting an estimated $744K.

  • 41 institutional investors held Alpha Architect US Equity 2 ETF (AAEQ) as of Q1 2026, up from 34 in Q4 2025.
  • Funds reported $282M of Alpha Architect US Equity 2 ETF stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Equity 2 ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest Alpha Architect US Equity 2 ETF buyer in Q1 2026 was One Degree Advisors, an estimated $2.48M added.
  • The largest Alpha Architect US Equity 2 ETF seller in Q1 2026 was Revolve Wealth Partners, an estimated $744K sold.

Based on aggregated 13F filings for Q1 2026.