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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

56 hedge funds and large institutions have $193M invested in Alpha Architect US Quantitative Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
5
Increased
26
Reduced
16
Closed
3
Calls
$8K
Puts
$4K
Net Calls
+$4K
Net Calls Change
+$119K

Top Buyers

1
WDL
Well Done LLC
Michigan
+$5.03M
2
BC
Bowman & Company
Wisconsin
+$2.84M
3
SG
Strid Group
Pennsylvania
+$1.85M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.62M
5
OPOWM
One Plus One Wealth Management
Florida
+$1.15M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$3.26M
2
EF
Empirical Finance
Pennsylvania
-$2.46M
3
EF
Empowered Funds
Pennsylvania
-$1.56M
4
FEM
Fulcrum Equity Management
Texas
-$1.24M
5
BAM
Belpointe Asset Management
Nevada
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
26
GTS Securities
New York
$724K +$724K +16,101 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$701K +$361K +8,026 +106%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$683K +$223K +4,965 +49%
BBNB
29
Baker Boyer National Bank
Washington
$613K +$29.4K +655 +5%
RJA
30
Raymond James & Associates
Florida
$592K +$2.61K +58 +0.4%
Betterment LLC
31
Betterment LLC
New York
$573K -$92.6K -2,060 -14%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$549K +$1.8K +40 +0.3%
9WM
33
9258 Wealth Management
Ohio
$436K – – –
AP
34
Aspect Partners
Virginia
$401K – – –
CAN
35
Cetera Advisor Networks
California
$367K -$6.65K -148 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$367K +$367K +8,163 New
LIA
37
LBMC Investment Advisors
Tennessee
$360K – – –
PAG
38
Private Advisor Group
New Jersey
$329K -$3.26M -72,638 -91%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$319K +$44.4K +987 +16%
AIP
40
Almanack Investment Partners
Pennsylvania
$315K – – –
TI
41
Tidal Investments
Wisconsin
$227K -$200K -4,450 -47%
Osaic Holdings
42
Osaic Holdings
Arizona
$226K -$132K -2,938 -37%
LSA
43
Lansing Street Advisors
Pennsylvania
$220K -$97.7K -2,174 -31%
SA
44
SRH Advisors
Kansas
$108K – – –
Morgan Stanley
45
Morgan Stanley
New York
$83.6K -$152K -3,384 -65%
AWM
46
Avior Wealth Management
Nebraska
$79.9K +$79.9K +1,778 New
MFT
47
Moisand Fitzgerald Tamayo
Florida
$75.2K +$47.6K +1,059 +172%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$60.3K -$15.5K -344 -20%
IA
49
IFP Advisors
Florida
$53.7K +$51.3K +1,142 +2,196%
ACA
50
American Capital Advisory
Idaho
$30.6K – – –
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2
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