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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

64 hedge funds and large institutions have $233M invested in Alpha Architect US Quantitative Value ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
34
Reduced
12
Closed
8
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$19K

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
$9.08M
2
OIA
OneDigital Investment Advisors
Kansas
$1.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.51M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
LSA
Lansing Street Advisors
Pennsylvania
$0
4
LA
Lifeworks Advisors
Michigan
$1.56M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
Lifeworks Advisors
Michigan
$1.56M -$254K -5,701 -14%
MWP
27
Meredith Wealth Planning
Illinois
$1.23M +$12.2K +274 +1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.1M +$701K +15,701 +174%
PPP
29
Private Portfolio Partners
New Jersey
$1.09M +$53.8K +1,206 +5%
BCG
30
Breakwater Capital Group
New Jersey
$982K +$30.6K +686 +3%
WSWA
31
Warren Street Wealth Advisors
California
$828K +$13.5K +302 +2%
TC
32
TownSquare Capital
Utah
$824K +$170K +3,812 +26%
BAM
33
Belpointe Asset Management
Nevada
$815K -$31.7K -702 -4%
FAIM
34
Financial Advocates Investment Management
Washington
$801K +$5.62K +126 +0.7%
BBNB
35
Baker Boyer National Bank
Washington
$722K +$13.4K +301 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$690K +$54.6K +1,222 +9%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$623K +$2.9K +65 +0.5%
AP
38
Aspect Partners
Virginia
$442K +$44.9K +1,005 +11%
LIA
39
LBMC Investment Advisors
Tennessee
$357K – – –
LKBC
40
L.K. Benson & Company
Maryland
$344K +$344K +7,711 New
Jane Street
41
Jane Street
New York
$337K +$337K +7,542 New
WIA
42
World Investment Advisors
California
$323K +$29.4K +659 +10%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$314K -$1.07K -24 -0.3%
AIP
44
Almanack Investment Partners
Pennsylvania
$313K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$274K +$211K +4,716 +330%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$244K -$20.1K -450 -8%
IWP
47
Innova Wealth Partners
Pennsylvania
$233K +$233K +5,225 New
AAS
48
Avantax Advisory Services
Texas
$222K +$2.32K +52 +1%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$208K +$10.8K +243 +6%
SA
50
SRH Advisors
Kansas
$107K – – –
1
2
3