Alpha Architect International Quantitative Value ETF
IVAL
27 hedge funds and large institutions have $75.9M invested in Alpha Architect International Quantitative Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
1% more capital invested
Capital invested by funds: $75.2M → $75.9M (+$719K)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5.14% less ownership
Funds ownership: 62.82% → 57.69% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.5M |
| 2 |
LSA
Lansing Street Advisors
Ambler,
Pennsylvania
|
+$562K |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$486K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$434K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.37M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$1.32M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$420K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
26
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $11.8K | +$6.35K | +273 | +119% |
|
27
Wells Fargo
San Francisco,
California
| $29 | – | – | – |
|
IVAL Hedge Fund Activity: Q1 2023 in Review
27 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q1 2023, worth a combined $75.9M — up 0.96% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IVAL positions and 0 closed out — a net gain of 2 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was Revolve Wealth Partners, adding an estimated $1.5M. The largest seller was Jane Street, cutting an estimated $6.37M.
- 27 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $75.9M of Alpha Architect International Quantitative Value ETF stock for Q1 2023, up 0.96% quarter-over-quarter.
- 2 funds opened new Alpha Architect International Quantitative Value ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q1 2023 was Revolve Wealth Partners, an estimated $1.5M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q1 2023 was Jane Street, an estimated $6.37M sold.
Based on aggregated 13F filings for Q1 2023.