Alpha Architect International Quantitative Value ETF
IVAL
35 hedge funds and large institutions have $94.2M invested in Alpha Architect International Quantitative Value ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 31 → 35 (+4)
0.82% less ownership
Funds ownership: 62.15% → 61.32% (-0.82%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
19% less capital inflows, than outflows
Capital inflows: $14.8M | Capital outflows: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Plus One Wealth Management
Jupiter,
Florida
|
+$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.78M |
| 3 |
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.69M |
| 4 |
WESPAC Advisors
Orinda,
California
|
+$761K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empirical Finance
Havertown,
Pennsylvania
|
-$8.6M |
| 2 |
Synergy Asset Management
Vancouver,
Washington
|
-$3.93M |
| 3 |
Empowered Funds
Havertown,
Pennsylvania
|
-$2.15M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$913K |
| 5 |
Teamwork Financial Advisors
San Antonio,
Texas
|
-$792K |
IVAL Hedge Fund Activity: Q4 2023 in Review
35 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Value ETF (IVAL) for Q4 2023, worth a combined $94.2M — up 2.2% from $92.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVAL positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was One Plus One Wealth Management, adding an estimated $3.26M. The largest seller was Empirical Finance, cutting an estimated $8.6M.
- 35 institutional investors held Alpha Architect International Quantitative Value ETF (IVAL) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $94.2M of Alpha Architect International Quantitative Value ETF stock for Q4 2023, up 2.2% quarter-over-quarter.
- 7 funds opened new Alpha Architect International Quantitative Value ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest Alpha Architect International Quantitative Value ETF buyer in Q4 2023 was One Plus One Wealth Management, an estimated $3.26M added.
- The largest Alpha Architect International Quantitative Value ETF seller in Q4 2023 was Empirical Finance, an estimated $8.6M sold.
Based on aggregated 13F filings for Q4 2023.