QVAL icon

Alpha Architect US Quantitative Value ETF

58 hedge funds and large institutions have $231M invested in Alpha Architect US Quantitative Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.49% less ownership

Funds ownership: 61.9%61.42% (-0.49%)

2% less funds holding

Funds holding: 5958 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$64K
Puts
$21K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$65.9M
EF
2
Empirical Finance
Pennsylvania
$19.1M
BP
3
BWM Planning
Texas
$11.2M
MA
4
Menlo Advisors
California
$10.9M
EFG
5
Ethos Financial Group
Pennsylvania
$10.8M
SFO
6
Stokes Family Office
Louisiana
$10.7M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.1M
VFG
8
Valley Financial Group
Pennsylvania
$9.7M
WA
9
Waverly Advisors
Alabama
$9.38M
Raymond James Financial
10
Raymond James Financial
Florida
$7.89M
KCM
11
Kathmere Capital Management
Pennsylvania
$6.33M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.13M
ODA
13
One Degree Advisors
California
$5.89M
WDL
14
Well Done LLC
Michigan
$5.82M
SWA
15
Stratos Wealth Advisors
Ohio
$4.9M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.86M
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.68M
LPL Financial
18
LPL Financial
California
$3.36M
OPOWM
19
One Plus One Wealth Management
Florida
$3.03M
VF
20
Vestment Financial
Minnesota
$2.94M
QHA
21
Quarry Hill Advisors
Minnesota
$2.36M
OIA
22
OneDigital Investment Advisors
Kansas
$2.25M
MWP
23
Meredith Wealth Planning
Illinois
$1.22M
BBNB
24
Baker Boyer National Bank
Washington
$1.06M
WSWA
25
Warren Street Wealth Advisors
California
$955K