Alpha Architect International Quantitative Value ETF
IVAL
25 hedge funds and large institutions have $75.2M invested in Alpha Architect International Quantitative Value ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $61.2M → $75.2M (+$13.9M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
14% more funds holding
Funds holding: 22 → 25 (+3)
4.73% more ownership
Funds ownership: 58.09% → 62.82% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$2.25M |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.42M |
| 3 |
Jane Street
New York
|
+$970K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$487K |
| 5 |
LPL Financial
San Diego,
California
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$843K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$749K |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$629K |
| 4 |
WSWA
Warren Street Wealth Advisors
Newport Beach,
California
|
-$360K |
| 5 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
26
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$64K | -3,156 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$5K | -257 | Closed |
|
IVAL Hedge Fund Activity: Q4 2022 in Review
25 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q4 2022, worth a combined $75.2M — up 23% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVAL positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was One Plus One Wealth Management, adding an estimated $2.25M. The largest seller was Empowered Funds, cutting an estimated $843K.
- 25 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $75.2M of Alpha Architect International Quantitative Value ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 5 funds opened new Alpha Architect International Quantitative Value ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q4 2022 was One Plus One Wealth Management, an estimated $2.25M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q4 2022 was Empowered Funds, an estimated $843K sold.
Based on aggregated 13F filings for Q4 2022.