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Alpha Architect US Quantitative Value ETF
QVAL

65 hedge funds and large institutions have $295M invested in Alpha Architect US Quantitative Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,336% more call options, than puts

Call options by funds: $316K | Put options by funds: $22K

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $305M → $295M (-$9.31M)

2% less funds holding

Funds holding: 66 → 65 (-1)

9.25% less ownership

Funds ownership: 69.58% → 60.33% (-9.2%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
27
Reduced
17
Closed
9
Calls
$316K
Puts
$22K
Net Calls
+$294K
Net Calls Change
+$304K

Top Buyers

Rank Fund Capital Flow
1
SG
Strid Group
Pennsylvania
+$8.21M
2
Mariner
Mariner
Kansas
+$3.01M
3
JWM
JPL Wealth Management
Colorado
+$2.88M
4
WDL
Well Done LLC
Michigan
+$1.27M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$775K

Top Sellers

Rank Fund Capital Flow
1
EF
Empirical Finance
Pennsylvania
-$51.7M
2
EFG
Ethos Financial Group
Pennsylvania
-$1.57M
3
SFO
Stokes Family Office
Louisiana
-$1.23M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$969K
5
BP
BWM Planning
Texas
-$599K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.7M +$254K +4,901 +16%
BBNB
27
Baker Boyer National Bank
Washington
$1.3M -$16.9K -325 -1%
XPN
28
XY Planning Network
Montana
$1.3M +$25.9K +499 +2%
MWP
29
Meredith Wealth Planning
Illinois
$1.3M +$1.04K +20 +0.1%
IWP
30
Innova Wealth Partners
Pennsylvania
$1.09M +$686K +13,221 +171%
WSWA
31
Warren Street Wealth Advisors
California
$992K +$37.7K +726 +4%
IAA
32
Independent Advisor Alliance
North Carolina
$954K +$454K +8,752 +92%
RFW
33
Redwood Family Wealth
Texas
$913K -$18.2K -351 -2%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$814K +$3.27K +63 +0.4%
CF
35
Centaurus Financial
California
$694K +$36.8K +708 +6%
SG
36
Sankala Group
Colorado
$648K +$6.54K +126 +1%
QCM
37
Quantinno Capital Management
New York
$645K +$642K +12,361 New
BAM
38
Belpointe Asset Management
Nevada
$631K +$629K +12,105 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$574K +$572K +11,007 New
AP
40
Aspect Partners
Virginia
$421K – – –
LIA
41
LBMC Investment Advisors
Tennessee
$417K – – –
AQR Capital Management
42
AQR Capital Management
Connecticut
$386K +$9.35K +180 +2%
GS
43
GWN Securities
Florida
$346K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$339K – – –
AIP
45
Almanack Investment Partners
Pennsylvania
$331K – – –
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$319K -$103K -1,982 -24%
VT
47
Vise Technologies
New York
$294K – – –
IFPG
48
Intrepid Financial Planning Group
Indiana
$276K +$275K +5,300 New
QCA
49
Quantify Chaos Advisors
New York
$264K +$1.09K +21 +0.4%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$231K – – –
1
2
3

QVAL Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q1 2026, worth a combined $295M — down 3.1% from $305M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QVAL and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 27 added.

The largest buyer was Strid Group, adding an estimated $8.21M. The largest seller was Empirical Finance, cutting an estimated $51.7M.

  • 65 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $295M of Alpha Architect US Quantitative Value ETF stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Value ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Value ETF buyer in Q1 2026 was Strid Group, an estimated $8.21M added.
  • The largest Alpha Architect US Quantitative Value ETF seller in Q1 2026 was Empirical Finance, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2026.