Alpha Architect International Quantitative Value ETF
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 31 → 35 (+4)
2% more capital invested
Capital invested by funds: $92.1M → $94.2M (+$2.08M)
0.8% less ownership
Funds ownership: 62.15% → 61.35% (-0.8%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.78M |
| 3 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.69M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
+$761K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$8.6M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.93M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.15M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$913K |
| 5 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
26
Meredith Wealth Planning
Maryville,
Illinois
| $309K | +$11.5K | +489 | +4% |
|
|
QHA
27
Quarry Hill Advisors
St Paul,
Minnesota
| $223K | -$15.3K | -651 | -7% |
|
|
WA
28
Waverly Advisors
Birmingham,
Alabama
| $213K | -$155K | -6,576 | -44% |
|
29
JP Morgan Chase
New York
| $93.6K | +$88K | +3,737 | New |
|
30
Morgan Stanley
New York
| $85.2K | +$40.1K | +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 | -$9.21K | -391 | -30% |
|
|
MFT
34
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $12.3K | +$11.5K | +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 |
|
IVAL Hedge Fund Activity: Q4 2023 in Review
35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q4 2023, worth a combined $94.2M — up 2.3% from $92.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVAL positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was One Plus One Wealth Management, adding an estimated $3.26M. The largest seller was Empirical Finance, cutting an estimated $8.6M.
- 35 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $94.2M of Alpha Architect International Quantitative Value ETF stock for Q4 2023, up 2.3% quarter-over-quarter.
- 7 funds opened new Alpha Architect International Quantitative Value ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q4 2023 was One Plus One Wealth Management, an estimated $3.26M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q4 2023 was Empirical Finance, an estimated $8.6M sold.
Based on aggregated 13F filings for Q4 2023.