Alpha Architect International Quantitative Value ETF
IVAL
34 hedge funds and large institutions have $79M invested in Alpha Architect International Quantitative Value ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
6% more funds holding
Funds holding: 32 → 34 (+2)
0.41% more ownership
Funds ownership: 53.32% → 53.73% (+0.41%)
6% less capital invested
Capital invested by funds: $83.9M → $79M (-$4.85M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.12M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.12M |
| 3 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.36M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$747K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$2.99M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$939K |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$421K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$409K |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$345K |
IVAL Hedge Fund Activity: Q2 2024 in Review
34 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q2 2024, worth a combined $79M — down 5.8% from $83.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IVAL positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.12M. The largest seller was One Plus One Wealth Management, cutting an estimated $2.99M.
- 34 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q2 2024, up from 32 in Q1 2024.
- Funds reported $79M of Alpha Architect International Quantitative Value ETF stock for Q2 2024, down 5.8% quarter-over-quarter.
- 9 funds opened new Alpha Architect International Quantitative Value ETF positions in Q2 2024 and 7 closed out, a net change of +2 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $2.12M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q2 2024 was One Plus One Wealth Management, an estimated $2.99M sold.
Based on aggregated 13F filings for Q2 2024.