Alpha Architect US Quantitative Value ETF
QVAL
38 hedge funds and large institutions have $131M invested in Alpha Architect US Quantitative Value ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more capital invested
Capital invested by funds: $107M → $131M (+$24.5M)
12% more funds holding
Funds holding: 34 → 38 (+4)
2.93% more ownership
Funds ownership: 57.06% → 59.99% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$2.62M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.38M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$608K |
| 4 |
LPL Financial
San Diego,
California
|
+$570K |
| 5 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$787K |
| 3 |
KSWA
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
-$420K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$223K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$214K |
QVAL Hedge Fund Activity: Q4 2022 in Review
38 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q4 2022, worth a combined $131M — up 23% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QVAL positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $2.62M. The largest seller was Royal Bank of Canada, cutting an estimated $1.05M.
- 38 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $131M of Alpha Architect US Quantitative Value ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 8 funds opened new Alpha Architect US Quantitative Value ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q4 2022 was Gladstone Institutional Advisory, an estimated $2.62M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2022.