Alpha Architect International Quantitative Value ETF
IVAL
25 hedge funds and large institutions have $92.1M invested in Alpha Architect International Quantitative Value ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $77.9M → $92.1M (+$14.2M)
5.36% more ownership
Funds ownership: 57.48% → 62.84% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 26 → 25 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$2.63M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$2.58M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.33M |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$982K |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$513K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$495K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 4 |
HAM
Hedges Asset Management
Reno,
Nevada
|
-$237K |
| 5 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| – | -$495K | -18,800 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -17,122 | Closed |
|
|
HAM
28
Hedges Asset Management
Reno,
Nevada
| – | -$237K | -9,000 | Closed |
|
|
PCMC
29
Paragon Capital Management (Colorado)
Denver,
Colorado
| – | -$171K | -6,500 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | -$19.4K | -737 | -100% |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$17K | -618 | Closed |
|
IVAL Hedge Fund Activity: Q1 2022 in Review
25 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q1 2022, worth a combined $92.1M — up 18% from $77.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IVAL and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 15 added.
The largest buyer was Revolve Wealth Partners, adding an estimated $2.63M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $513K sold.
- 25 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q1 2022, down from 26 in Q4 2021.
- Funds reported $92.1M of Alpha Architect International Quantitative Value ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 5 funds opened new Alpha Architect International Quantitative Value ETF positions in Q1 2022 and 6 closed out, a net change of -1 holder.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q1 2022 was Revolve Wealth Partners, an estimated $2.63M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $513K sold.
Based on aggregated 13F filings for Q1 2022.