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Alpha Architect International Quantitative Value ETF

27 hedge funds and large institutions have $75.9M invested in Alpha Architect International Quantitative Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

8% more funds holding

Funds holding: 2527 (+2)

1% more capital invested

Capital invested by funds: $75.2M → $75.9M (+$719K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.14% less ownership

Funds ownership: 62.82%57.69% (-5.1%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
18
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$24.2M +$150K +6,463 +0.6%
RWP
2
Revolve Wealth Partners
New Jersey
$21.7M +$1.5M +64,560 +8%
EF
3
Empowered Funds
Pennsylvania
$7.84M +$111K +4,764 +1%
EFG
4
Ethos Financial Group
Pennsylvania
$6.25M +$98.4K +4,231 +2%
OPOWM
5
One Plus One Wealth Management
Florida
$5.55M +$486K +20,917 +10%
KCM
6
Kathmere Capital Management
Pennsylvania
$2.97M +$7.79K +335 +0.3%
LSA
7
Lansing Street Advisors
Pennsylvania
$1.04M +$562K +24,173 +120%
LPL Financial
8
LPL Financial
California
$792K +$86.7K +3,729 +12%
Jane Street
9
Jane Street
New York
$792K -$6.37M -274,148 -89%
WSWA
10
Warren Street Wealth Advisors
California
$708K +$76.7K +3,299 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$593K -$420K -18,054 -42%
WDL
12
Well Done LLC
Michigan
$465K +$62.8K +2,700 +16%
SHWM
13
Silicon Hills Wealth Management
Texas
$384K -$1.32M -56,671 -78%
OMC
14
Old Mission Capital
Illinois
$382K
PAG
15
Private Advisor Group
New Jersey
$360K +$357K +15,359 New
Betterment LLC
16
Betterment LLC
New York
$342K +$49.6K +2,134 +17%
BBNB
17
Baker Boyer National Bank
Washington
$324K +$4.46K +192 +1%
KSWA
18
Kathleen S. Wright Associates
Pennsylvania
$317K +$19.4K +835 +7%
SFO
19
Stokes Family Office
Louisiana
$281K +$279K +12,000 New
MWP
20
Meredith Wealth Planning
Illinois
$276K +$13.4K +577 +5%
MCC
21
Money Concepts Capital
Florida
$222K +$434K +18,646 +565%
Morgan Stanley
22
Morgan Stanley
New York
$59.4K +$3.3K +142 +6%
NC
23
NewSquare Capital
Pennsylvania
$36.8K
IA
24
IFP Advisors
Florida
$35.2K
Osaic Holdings
25
Osaic Holdings
Arizona
$20.5K +$791 +34 +4%

IVAL Hedge Fund Activity: Q1 2023 in Review

27 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q1 2023, worth a combined $75.9M — up 0.96% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IVAL positions and 0 closed out — a net gain of 2 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Revolve Wealth Partners, adding an estimated $1.5M. The largest seller was Jane Street, cutting an estimated $6.37M.

  • 27 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $75.9M of Alpha Architect International Quantitative Value ETF stock for Q1 2023, up 0.96% quarter-over-quarter.
  • 2 funds opened new Alpha Architect International Quantitative Value ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest Alpha Architect International Quantitative Value ETF buyer in Q1 2023 was Revolve Wealth Partners, an estimated $1.5M added.
  • The largest Alpha Architect International Quantitative Value ETF seller in Q1 2023 was Jane Street, an estimated $6.37M sold.

Based on aggregated 13F filings for Q1 2023.