Alpha Architect International Quantitative Value ETF
IVAL
23 hedge funds and large institutions have $75.3M invested in Alpha Architect International Quantitative Value ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.41% less ownership
Funds ownership: 62.84% → 61.44% (-1.4%)
8% less funds holding
Funds holding: 25 → 23 (-2)
18% less capital invested
Capital invested by funds: $92.1M → $75.3M (-$16.7M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.92M |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.67M |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$893K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$285K |
| 5 |
LPL Financial
San Diego,
California
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.48M |
| 2 |
LSA
Lansing Street Advisors
Ambler,
Pennsylvania
|
-$3.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.86M |
| 4 |
Jane Street
New York
|
-$1.5M |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$626K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
26
Stephens Consulting
Flint,
Michigan
| – | -$152K | -5,739 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$32K | -1,207 | Closed |
|
|
C
28
Covestor
London,
United Kingdom
| – | +$25 | +1 | New |
|
IVAL Hedge Fund Activity: Q2 2022 in Review
23 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q2 2022, worth a combined $75.3M — down 18% from $92.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IVAL and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Almanack Investment Partners, adding an estimated $6.92M. The largest seller was Empowered Funds, cutting an estimated $3.48M.
- 23 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q2 2022, down from 25 in Q1 2022.
- Funds reported $75.3M of Alpha Architect International Quantitative Value ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 4 funds opened new Alpha Architect International Quantitative Value ETF positions in Q2 2022 and 6 closed out, a net change of -2 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q2 2022 was Almanack Investment Partners, an estimated $6.92M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q2 2022 was Empowered Funds, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2022.