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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

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
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.78%
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

Top Buyers

1
SG
Strid Group
Pennsylvania
+$3.33M
2
BP
BWM Planning
Texas
+$2.57M
3
SWA
Stratos Wealth Advisors
Ohio
+$2.23M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.86M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$868K

Top Sellers

1
OPOWM
One Plus One Wealth Management
Florida
-$2.81M
2
BC
Bowman & Company
Wisconsin
-$2.72M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.21M
4
TC
TownSquare Capital
Utah
-$873K
5
Two Sigma Investments
Two Sigma Investments
New York
-$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
XPN
26
XY Planning Network
Montana
$952K +$391K +8,893 +70%
LKBC
27
L.K. Benson & Company
Maryland
$885K +$248K +5,624 +39%
FAIM
28
Financial Advocates Investment Management
Washington
$802K -$82.3K -1,871 -9%
EH
29
Equitable Holdings
New York
$794K +$207K +4,712 +35%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$678K +$62.7K +1,425 +10%
BCG
31
Breakwater Capital Group
New Jersey
$560K -$221K -5,012 -28%
LA
32
Lifeworks Advisors
Michigan
$528K -$200K -4,544 -27%
AIP
33
Almanack Investment Partners
Pennsylvania
$492K -$19.8K -450 -4%
AP
34
Aspect Partners
Virginia
$355K – – –
LIA
35
LBMC Investment Advisors
Tennessee
$352K – – –
AQR Capital Management
36
AQR Capital Management
Connecticut
$346K -$487K -11,065 -58%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$306K -$47.4K -1,077 -13%
GS
38
GWN Securities
Florida
$306K +$11.2K +255 +4%
Osaic Holdings
39
Osaic Holdings
Arizona
$272K -$83.5K -1,894 -23%
UBS Group
40
UBS Group
Switzerland
$251K +$251K +5,700 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$250K -$663K -15,074 -73%
IWP
42
Innova Wealth Partners
Pennsylvania
$241K +$4.67K +106 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$232K -$8.8K -200 -4%
LIM
44
Leavell Investment Management
Alabama
$220K -$1.8K -41 -0.8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$218K -$495K -11,262 -69%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$198K -$7.7K -175 -4%
CF
47
Centaurus Financial
California
$112K +$112K +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 – – –
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2
3