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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

66 hedge funds and large institutions have $228M invested in Alpha Architect US Quantitative Value ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
31
Reduced
14
Closed
4
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$8K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.13M
2
SG
Strid Group
Pennsylvania
$63.4M
3
LA
Lifeworks Advisors
Michigan
$1.87M
4
RJA
Raymond James & Associates
Florida
$1.91M
5
SWA
Stratos Wealth Advisors
Ohio
$2.32M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$6.51M
2
LPL Financial
LPL Financial
California
$2.13M
3
QHA
Quarry Hill Advisors
Minnesota
$2.37M
4
PAG
Private Advisor Group
New Jersey
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
SRH Advisors
Kansas
$111K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$66K -$1.57K -34 -2%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$49.8K – – –
AWM
54
Avior Wealth Management
Nebraska
$43.6K -$38.4K -833 -47%
ACA
55
American Capital Advisory
Idaho
$41.8K – – –
Bank of America
56
Bank of America
North Carolina
$29.3K -$32.1K -696 -52%
AF
57
Advisornet Financial
Minnesota
$25.8K +$25.8K +560 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$9.27K +$3.24K +70 +54%
IA
59
IFP Advisors
Florida
$6.72K -$48.5K -1,046 -88%
FFA
60
Farther Finance Advisors
California
$4.61K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$4.61K – – –
DRS
62
Deane Retirement Strategies
Louisiana
$3.18K +$3.18K +69 New
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +55 New
VAMG
64
Voisard Asset Management Group
Michigan
$1.39K +$1.39K +30 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$46 +$46 +1 New
Wells Fargo
66
Wells Fargo
California
$43 +$43 +1 New
PAG
67
Private Advisor Group
New Jersey
– -$659K -15,364 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$222K -5,176 Closed
GWM
69
Geneos Wealth Management
Colorado
– -$35.3K -824 Closed
UBS Group
70
UBS Group
Switzerland
– -$20.4K -476 Closed
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