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Alpha Architect International Quantitative Value ETF

21 hedge funds and large institutions have $65.4M invested in Alpha Architect International Quantitative Value ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

7.13% less ownership

Funds ownership: 53.21%46.09% (-7.1%)

13% less funds holding

Funds holding: 2421 (-3)

17% less capital invested

Capital invested by funds: $78.4M → $65.4M (-$13M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$32.3M +$7.02M +246,569 +26%
EF
2
Empowered Funds
Pennsylvania
$12.3M -$3.02M -106,114 -19%
KCM
3
Kathmere Capital Management
Pennsylvania
$3.32M +$239K +8,383 +7%
MA
4
Menlo Advisors
California
$3M -$21.5K -755 -0.7%
AIP
5
Almanack Investment Partners
Pennsylvania
$2.92M -$10.3M -360,397 -77%
OPOWM
6
One Plus One Wealth Management
Florida
$2.01M +$57K +2,001 +3%
Jane Street
7
Jane Street
New York
$1.82M +$1.6M +56,289 +514%
SHWM
8
Silicon Hills Wealth Management
Texas
$1.32M +$690K +24,221 +98%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.32M -$1.38M -48,599 -50%
OMC
10
Old Mission Capital
Illinois
$1.17M -$144K -5,052 -10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$982K -$179K -6,297 -15%
Citadel Advisors
12
Citadel Advisors
Florida
$973K +$1.03M +35,995 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$865K -$66.7K -2,340 -7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$492K +$155K +5,448 +43%
WDL
15
Well Done LLC
Michigan
$279K +$46.8K +1,643 +19%
SCM
16
Sterneck Capital Management
Missouri
$217K
Morgan Stanley
17
Morgan Stanley
New York
$60K
UBS Group
18
UBS Group
Switzerland
$35K +$36.9K +1,295 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$17K +$17.6K +618 New
Osaic Holdings
20
Osaic Holdings
Arizona
$11K
SA
21
SRH Advisors
Kansas
$5K
BCI
22
Brinker Capital Investments
Pennsylvania
-$3.19M -110,000 Closed
RJA
23
Raymond James & Associates
Florida
-$223K -7,684 Closed
HI
24
Hudock Inc
Pennsylvania
-$22K -785 Closed

IVAL Hedge Fund Activity: Q3 2021 in Review

21 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q3 2021, worth a combined $65.4M — down 17% from $78.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IVAL and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Empirical Finance, adding an estimated $7.02M. The largest seller was Almanack Investment Partners, cutting an estimated $10.3M.

  • 21 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q3 2021, down from 24 in Q2 2021.
  • Funds reported $65.4M of Alpha Architect International Quantitative Value ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 3 funds opened new Alpha Architect International Quantitative Value ETF positions in Q3 2021 and 5 closed out, a net change of -2 holders.
  • The largest Alpha Architect International Quantitative Value ETF buyer in Q3 2021 was Empirical Finance, an estimated $7.02M added.
  • The largest Alpha Architect International Quantitative Value ETF seller in Q3 2021 was Almanack Investment Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2021.