IVAL icon

Alpha Architect International Quantitative Value ETF
IVAL

Overview Fund Activity

37 hedge funds and large institutions have $85.9M invested in Alpha Architect International Quantitative Value ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.08M
2
RWP
2
Revolve Wealth Partners
New Jersey
$31.7M
3
LA
3
Lifeworks Advisors
Michigan
$1.07M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$963K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$811K

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$3.19M
2
NA
2
NewEdge Advisors
Louisiana
$0
3
LPL Financial
3
LPL Financial
California
$311K
4
VPIM
4
Vanguard Personalized Indexing Management
California
$0
5
WA
5
Waverly Advisors
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
1
Revolve Wealth Partners
New Jersey
$31.7M +$1.23M +47,637 +4%
EF
2
Empirical Finance
Pennsylvania
$14.3M – – –
EFG
3
Ethos Financial Group
Pennsylvania
$7.76M +$67.5K +2,617 +0.9%
VFG
4
Valley Financial Group
Pennsylvania
$5.22M +$618K +23,975 +13%
KCM
5
Kathmere Capital Management
Pennsylvania
$3.45M +$136K +5,276 +4%
EF
6
Empowered Funds
Pennsylvania
$3.19M -$2.06M -80,022 -39%
OPOWM
7
One Plus One Wealth Management
Florida
$2.59M +$24.7K +956 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.3M +$200K +7,775 +10%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.29M +$190K +7,360 +9%
Jane Street
10
Jane Street
New York
$2.08M +$2.08M +80,750 New
ODA
11
One Degree Advisors
California
$1.89M +$82.4K +3,188 +5%
WSWA
12
Warren Street Wealth Advisors
California
$1.15M +$100K +3,893 +10%
LA
13
Lifeworks Advisors
Michigan
$1.07M +$1.07M +41,306 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$963K +$963K +37,362 New
SWA
15
Stratos Wealth Advisors
Ohio
$934K +$341K +13,217 +57%
TC
16
TownSquare Capital
Utah
$849K +$584K +22,655 +221%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$811K +$811K +31,344 New
LSA
18
Lansing Street Advisors
Pennsylvania
$694K -$82.7K -3,207 -11%
WDL
19
Well Done LLC
Michigan
$493K – – –
BBNB
20
Baker Boyer National Bank
Washington
$436K +$15.7K +607 +4%
WA
21
WESPAC Advisors
California
$416K – – –
LPL Financial
22
LPL Financial
California
$311K -$541K -20,987 -64%
KSWA
23
Kathleen S. Wright Associates
Pennsylvania
$269K -$109K -4,222 -29%
Betterment LLC
24
Betterment LLC
New York
$268K -$116K -4,507 -30%
QHA
25
Quarry Hill Advisors
Minnesota
$246K +$16.1K +624 +7%
1
2