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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

59 hedge funds and large institutions have $223M invested in Alpha Architect US Quantitative Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
6
Increased
29
Reduced
13
Closed
9
Calls
$83K
Puts
$14K
Net Calls
+$69K
Net Calls Change
+$61K

Top Buyers

1
SFO
Stokes Family Office
Louisiana
+$4.34M
2
SG
Strid Group
Pennsylvania
+$1.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.45M
4
LPL Financial
LPL Financial
California
+$1.27M
5
VFG
Valley Financial Group
Pennsylvania
+$834K

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$6.32M
2
EF
Empirical Finance
Pennsylvania
-$4.32M
3
BAM
Belpointe Asset Management
Nevada
-$815K
4
LA
Lifeworks Advisors
Michigan
-$781K
5
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$885K -$169K -3,957 -16%
WSWA
27
Warren Street Wealth Advisors
California
$877K +$86.1K +2,018 +11%
TC
28
TownSquare Capital
Utah
$873K +$86.1K +2,018 +11%
FAIM
29
Financial Advocates Investment Management
Washington
$857K +$91.5K +2,146 +12%
AQR Capital Management
30
AQR Capital Management
Connecticut
$807K +$807K +18,927 New
BCG
31
Breakwater Capital Group
New Jersey
$756K -$182K -4,266 -19%
Two Sigma Investments
32
Two Sigma Investments
New York
$714K +$714K +16,744 New
LA
33
Lifeworks Advisors
Michigan
$705K -$781K -18,310 -53%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$692K +$32.7K +767 +5%
LKBC
35
L.K. Benson & Company
Maryland
$618K +$289K +6,783 +88%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$596K +$1.41K +33 +0.2%
EH
37
Equitable Holdings
New York
$569K +$569K +13,333 New
XPN
38
XY Planning Network
Montana
$543K +$543K +12,734 New
AIP
39
Almanack Investment Partners
Pennsylvania
$496K +$196K +4,600 +66%
AP
40
Aspect Partners
Virginia
$344K -$78.2K -1,834 -19%
Osaic Holdings
41
Osaic Holdings
Arizona
$344K +$82.3K +1,929 +31%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$343K +$43.3K +1,016 +14%
LIA
43
LBMC Investment Advisors
Tennessee
$341K – – –
GS
44
GWN Securities
Florida
$286K +$286K +6,696 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$233K – – –
IWP
46
Innova Wealth Partners
Pennsylvania
$229K +$5.8K +136 +3%
LIM
47
Leavell Investment Management
Alabama
$215K +$215K +5,036 New
MFT
48
Moisand Fitzgerald Tamayo
Florida
$199K +$938 +22 +0.5%
Morgan Stanley
49
Morgan Stanley
New York
$122K +$94.4K +2,214 +336%
SA
50
SRH Advisors
Kansas
$102K – – –
1
2
3