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Alpha Architect US Quantitative Value ETF

61 hedge funds and large institutions have $246M invested in Alpha Architect US Quantitative Value ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $231M → $246M (+$14.7M)

5% more funds holding

Funds holding: 5861 (+3)

0.58% more ownership

Funds ownership: 61.42%62% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
23
Reduced
19
Closed
4
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.04M +$190K +4,223 +23%
LKBC
27
L.K. Benson & Company
Maryland
$1.04M +$94.5K +2,102 +10%
XPN
28
XY Planning Network
Montana
$952K
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$722K +$2.83K +63 +0.4%
CF
30
Centaurus Financial
California
$507K +$375K +8,336 +328%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$454K +$182K +4,046 +71%
IAA
32
Independent Advisor Alliance
North Carolina
$446K +$429K +9,550 New
AP
33
Aspect Partners
Virginia
$377K
LA
34
Lifeworks Advisors
Michigan
$374K -$179K -3,981 -33%
LIA
35
LBMC Investment Advisors
Tennessee
$373K
AQR Capital Management
36
AQR Capital Management
Connecticut
$354K -$12.6K -280 -4%
BCG
37
Breakwater Capital Group
New Jersey
$329K -$255K -5,678 -45%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$324K -$989 -22 -0.3%
AIP
39
Almanack Investment Partners
Pennsylvania
$301K -$212K -4,724 -42%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$294K +$46.1K +1,025 +19%
IWP
41
Innova Wealth Partners
Pennsylvania
$260K +$5.21K +116 +2%
LIM
42
Leavell Investment Management
Alabama
$236K +$2.79K +62 +1%
Jane Street
43
Jane Street
New York
$225K +$217K +4,823 New
GS
44
GWN Securities
Florida
$216K -$105K -2,336 -34%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$207K -$3.15K -70 -2%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$201K +$194K +4,313 New
JWM
47
JPL Wealth Management
Colorado
$181K +$174K +3,883 New
SA
48
SRH Advisors
Kansas
$112K
JP Morgan Chase
49
JP Morgan Chase
New York
$96.9K +$93.4K +2,078 New
MCM
50
MAI Capital Management
Ohio
$70K

QVAL Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q3 2025, worth a combined $246M — up 6.3% from $231M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QVAL positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $12.8M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $802K sold.

  • 61 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $246M of Alpha Architect US Quantitative Value ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Value ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest Alpha Architect US Quantitative Value ETF buyer in Q3 2025 was Natural Investments, an estimated $12.8M added.
  • The largest Alpha Architect US Quantitative Value ETF seller in Q3 2025 was Financial Advocates Investment Management, an estimated $802K sold.

Based on aggregated 13F filings for Q3 2025.