Alpha Architect International Quantitative Value ETF
IVAL
14 hedge funds and large institutions have $69.5M invested in Alpha Architect International Quantitative Value ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 7 → 14 (+7)
43% more capital invested
Capital invested by funds: $48.5M → $69.5M (+$21M)
37.51% more ownership
Funds ownership: 63.83% → 101.33% (+38%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$13.9M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$8.12M |
| 3 |
MA
Menlo Advisors
Menlo Park,
California
|
+$3.28M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 5 |
Jane Street
New York
|
+$914K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $38.7M | +$13.9M | +418,101 | +44% |
|
|
EF
2
Empowered Funds
Havertown,
Pennsylvania
| $21.9M | +$8.12M | +243,662 | +56% |
|
|
MA
3
Menlo Advisors
Menlo Park,
California
| $3.99M | +$3.28M | +98,560 | +419% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.59M | +$1.05M | +31,450 | +183% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $977K | +$173K | +5,180 | +21% |
|
|
6
Jane Street
New York
| $896K | +$914K | +27,432 | New |
|
7
Citadel Advisors
Miami,
Florida
| $501K | +$511K | +15,337 | New |
|
|
SPC
8
Sigma Planning Corp
Ann Arbor,
Michigan
| $427K | +$436K | +13,080 | New |
|
9
LPL Financial
San Diego,
California
| $293K | +$28.5K | +855 | +11% |
|
10
Brown Advisory
Baltimore,
Maryland
| $275K | +$281K | +8,418 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $16K | +$16.7K | +500 | New |
|
12
Morgan Stanley
New York
| $2K | – | – | – |
|
|
WDL
13
Well Done LLC
Holland,
Michigan
| $2K | +$2.43K | +73 | New |
|
14
UBS Group
Zurich,
Switzerland
| $1K | +$533 | +16 | New |
|
IVAL Hedge Fund Activity: Q1 2018 in Review
14 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q1 2018, worth a combined $69.5M — up 43% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVAL positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Empirical Finance, adding an estimated $13.9M.
- 14 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q1 2018, up from 7 in Q4 2017.
- Funds reported $69.5M of Alpha Architect International Quantitative Value ETF stock for Q1 2018, up 43% quarter-over-quarter.
- 7 funds opened new Alpha Architect International Quantitative Value ETF positions in Q1 2018 and 0 closed out, a net change of +7 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q1 2018 was Empirical Finance, an estimated $13.9M added.
Based on aggregated 13F filings for Q1 2018.