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Alpha Architect US Quantitative Value ETF

66 hedge funds and large institutions have $305M invested in Alpha Architect US Quantitative Value ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $246M → $305M (+$58.8M)

8% more funds holding

Funds holding: 6166 (+5)

7.58% more ownership

Funds ownership: 62%69.58% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% 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
12
Increased
28
Reduced
13
Closed
6
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Meredith Wealth Planning
Illinois
$1.21M +$11.9K +250 +1%
XPN
27
XY Planning Network
Montana
$1.19M +$129K +2,719 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$969K +$481K +10,141 +104%
WSWA
29
Warren Street Wealth Advisors
California
$893K -$347K -7,324 -29%
RFW
30
Redwood Family Wealth
Texas
$872K +$847K +17,860 New
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$759K +$3.6K +76 +0.5%
SG
32
Sankala Group
Colorado
$664K +$588K +12,406 New
CF
33
Centaurus Financial
California
$615K +$81.8K +1,725 +16%
IAA
34
Independent Advisor Alliance
North Carolina
$466K
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$395K +$54.9K +1,158 +17%
AP
36
Aspect Partners
Virginia
$394K
LIA
37
LBMC Investment Advisors
Tennessee
$390K
IWP
38
Innova Wealth Partners
Pennsylvania
$377K +$102K +2,153 +39%
AQR Capital Management
39
AQR Capital Management
Connecticut
$353K -$16.7K -352 -5%
RBC
40
Roble Belko & Company
Pennsylvania
$328K +$319K +6,725 New
GS
41
GWN Securities
Florida
$324K +$96.2K +2,027 +44%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$317K +$308K +6,500 New
AIP
43
Almanack Investment Partners
Pennsylvania
$310K -$4.36K -92 -1%
LA
44
Lifeworks Advisors
Michigan
$308K -$80.5K -1,696 -21%
VT
45
Vise Technologies
New York
$294K +$285K +6,016 New
FF
46
Foundry Financial
California
$252K +$245K +5,169 New
QCA
47
Quantify Chaos Advisors
New York
$246K +$239K +5,035 New
LIM
48
Leavell Investment Management
Alabama
$225K -$20.8K -438 -9%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$216K
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$210K