Alpha Architect US Quantitative Value ETF
QVAL
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.
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.94% more ownership
Funds ownership: 60.31% → 62.24% (+1.9%)
2% more capital invested
Capital invested by funds: $228M → $233M (+$4.42M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less funds holding
Funds holding: 66 → 64 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$1.5M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$992K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$720K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$367K |
| 2 |
Goldman Sachs
New York
|
-$291K |
| 3 |
LSA
Lansing Street Advisors
Ambler,
Pennsylvania
|
-$275K |
| 4 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$262K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$229K |
QVAL Hedge Fund Activity: Q4 2024 in Review
64 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q4 2024, worth a combined $233M — up 1.9% from $228M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QVAL positions and 8 closed out — a net gain of 1 holder — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Ethos Financial Group, adding an estimated $1.5M. The largest seller was Betterment LLC, exiting entirely with an estimated $367K sold.
- 64 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q4 2024, down from 66 in Q3 2024.
- Funds reported $233M of Alpha Architect US Quantitative Value ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
- 9 funds opened new Alpha Architect US Quantitative Value ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q4 2024 was Ethos Financial Group, an estimated $1.5M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q4 2024 was Betterment LLC, an estimated $367K sold.
Based on aggregated 13F filings for Q4 2024.