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Alpha Architect US Quantitative Value ETF

58 hedge funds and large institutions have $231M invested in Alpha Architect US Quantitative Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $64K | Put options by funds: $21K

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $223M → $231M (+$8.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.49% less ownership

Funds ownership: 61.9%61.42% (-0.49%)

2% less funds holding

Funds holding: 5958 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
23
Reduced
22
Closed
5
Calls
$64K
Puts
$21K
Net Calls
+$43K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
26
XY Planning Network
Montana
$952K +$378K +8,893 +70%
LKBC
27
L.K. Benson & Company
Maryland
$885K +$239K +5,624 +39%
FAIM
28
Financial Advocates Investment Management
Washington
$802K -$79.5K -1,871 -9%
EH
29
Equitable Holdings
New York
$794K +$200K +4,712 +35%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$678K +$60.5K +1,425 +10%
BCG
31
Breakwater Capital Group
New Jersey
$560K -$213K -5,012 -28%
LA
32
Lifeworks Advisors
Michigan
$528K -$193K -4,544 -27%
AIP
33
Almanack Investment Partners
Pennsylvania
$492K -$19.1K -450 -4%
AP
34
Aspect Partners
Virginia
$355K
LIA
35
LBMC Investment Advisors
Tennessee
$352K
AQR Capital Management
36
AQR Capital Management
Connecticut
$346K -$470K -11,065 -58%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$306K -$45.7K -1,077 -13%
GS
38
GWN Securities
Florida
$306K +$10.8K +255 +4%
Osaic Holdings
39
Osaic Holdings
Arizona
$272K -$80.3K -1,891 -23%
UBS Group
40
UBS Group
Switzerland
$251K +$242K +5,700 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$250K -$640K -15,074 -73%
IWP
42
Innova Wealth Partners
Pennsylvania
$241K +$4.5K +106 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$232K -$8.49K -200 -4%
LIM
44
Leavell Investment Management
Alabama
$220K -$1.74K -41 -0.8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$218K -$478K -11,262 -69%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$198K -$7.43K -175 -4%
CF
47
Centaurus Financial
California
$112K +$108K +2,542 New
SA
48
SRH Advisors
Kansas
$106K
MCM
49
MAI Capital Management
Ohio
$66K
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$47.5K

QVAL Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q2 2025, worth a combined $231M — up 3.8% from $223M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of QVAL and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.

The largest buyer was Strid Group, adding an estimated $3.21M. The largest seller was Bowman & Company, exiting entirely with an estimated $2.72M sold.

  • 58 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q2 2025, down from 59 in Q1 2025.
  • Funds reported $231M of Alpha Architect US Quantitative Value ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 4 funds opened new Alpha Architect US Quantitative Value ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Value ETF buyer in Q2 2025 was Strid Group, an estimated $3.21M added.
  • The largest Alpha Architect US Quantitative Value ETF seller in Q2 2025 was Bowman & Company, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2025.