Alpha Architect International Quantitative Value ETF
IVAL
20 hedge funds and large institutions have $65M invested in Alpha Architect International Quantitative Value ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 5 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
2.49% more ownership
Funds ownership: 78.56% → 81.05% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 22 → 20 (-2)
16% less capital invested
Capital invested by funds: $77.6M → $65M (-$12.6M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$5.3M |
| 2 |
Jane Street
New York
|
+$4.69M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$1.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$9.99M |
| 2 |
MA
Menlo Advisors
Menlo Park,
California
|
-$244K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$213K |
| 4 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
-$212K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$209K |
IVAL Hedge Fund Activity: Q1 2020 in Review
20 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q1 2020, worth a combined $65M — down 16% from $77.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IVAL and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $5.3M. The largest seller was Empirical Finance, cutting an estimated $9.99M.
- 20 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q1 2020, down from 22 in Q4 2019.
- Funds reported $65M of Alpha Architect International Quantitative Value ETF stock for Q1 2020, down 16% quarter-over-quarter.
- 3 funds opened new Alpha Architect International Quantitative Value ETF positions in Q1 2020 and 5 closed out, a net change of -2 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q1 2020 was Victory Capital Management, an estimated $5.3M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q1 2020 was Empirical Finance, an estimated $9.99M sold.
Based on aggregated 13F filings for Q1 2020.