Alpha Architect International Quantitative Value ETF
IVAL
IVAL
35 hedge funds and large institutions have $94.2M invested in Alpha Architect International Quantitative Value ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MWP
26
Meredith Wealth Planning
Maryville,
Illinois
| $309K | +$12.2K | +489 | +4% |
|
|
QHA
27
Quarry Hill Advisors
St Paul,
Minnesota
| $223K | -$16.3K | -651 | -7% |
|
|
WA
28
Waverly Advisors
Birmingham,
Alabama
| $213K | -$165K | -6,576 | -44% |
|
29
JPMorgan Chase & Co
New York
| $93.6K | +$93.6K | +3,737 | New |
|
30
Morgan Stanley
New York
| $85.2K | +$42.6K | +1,702 | +100% |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $34.8K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $27.4K | – | – | – |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $22.5K | -$9.79K | -391 | -30% |
|
|
MFT
34
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $12.3K | +$12.3K | +490 | New |
|
35
Wells Fargo
San Francisco,
California
| $23 | – | – | – |
|
|
SAM
36
Synergy Asset Management
Vancouver,
Washington
| – | -$3.93M | -166,577 | Closed |
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$506K | -18,814 | Closed |
|
|
ACM
38
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$319K | -13,509 | Closed |
|