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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

56 hedge funds and large institutions have $193M invested in Alpha Architect US Quantitative Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
5
Increased
26
Reduced
16
Closed
3
Calls
$8K
Puts
$4K
Net Calls
+$4K
Net Calls Change
+$119K

Top Buyers

1
WDL
Well Done LLC
Michigan
+$5.03M
2
BC
Bowman & Company
Wisconsin
+$2.84M
3
SG
Strid Group
Pennsylvania
+$1.85M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.62M
5
OPOWM
One Plus One Wealth Management
Florida
+$1.15M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$3.26M
2
EF
Empirical Finance
Pennsylvania
-$2.46M
3
EF
Empowered Funds
Pennsylvania
-$1.56M
4
FEM
Fulcrum Equity Management
Texas
-$1.24M
5
BAM
Belpointe Asset Management
Nevada
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$29.5K +$15.5K +344 +110%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$5.88K -$90 -2 -2%
FFA
53
Farther Finance Advisors
California
$5.46K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$4.49K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.77K +$3.77K +99 New
Wells Fargo
56
Wells Fargo
California
$38 – – –
FEM
57
Fulcrum Equity Management
Texas
– -$1.24M -30,623 Closed
LCGC
58
Legacy Capital Group California
California
– -$297K -7,331 Closed
UBS Group
59
UBS Group
Switzerland
– -$43.7K -1,080 Closed
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