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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

38 hedge funds and large institutions have $144M invested in Alpha Architect US Quantitative Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
2
Increased
13
Reduced
15
Closed
2
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
SHWM
Silicon Hills Wealth Management
Texas
+$4.11M
2
SFO
Stokes Family Office
Louisiana
+$2.53M
3
OPOWM
One Plus One Wealth Management
Florida
+$992K
4
SG
Strid Group
Pennsylvania
+$706K
5
PAG
Private Advisor Group
New Jersey
+$626K

Top Sellers

1
EF
Empirical Finance
Pennsylvania
-$1.08M
2
IA
IFP Advisors
Florida
-$786K
3
EF
Empowered Funds
Pennsylvania
-$403K
4
Citadel Advisors
Citadel Advisors
Florida
-$245K
5
KCM
Kathmere Capital Management
Pennsylvania
-$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$457K -$80.6K -2,383 -15%
BBNB
27
Baker Boyer National Bank
Washington
$448K +$4.84K +143 +1%
V
28
Veritable
Delaware
$413K – – –
RJA
29
Raymond James & Associates
Florida
$358K – – –
9WM
30
9258 Wealth Management
Ohio
$328K – – –
LIA
31
LBMC Investment Advisors
Tennessee
$271K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$132K -$40.4K -1,193 -23%
UBS Group
33
UBS Group
Switzerland
$88.4K +$73.8K +2,181 +505%
Osaic Holdings
34
Osaic Holdings
Arizona
$71K -$13.1K -388 -16%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$55.3K – – –
Morgan Stanley
36
Morgan Stanley
New York
$41.6K -$6.06K -179 -13%
FA
37
Fortis Advisors
Pennsylvania
$17.2K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$3.38K – – –
Wells Fargo
39
Wells Fargo
California
$21 – – –
Citadel Advisors
40
Citadel Advisors
Florida
– -$245K -7,603 Closed
Bank of America
41
Bank of America
North Carolina
– -$1.29K -40 Closed
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