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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

64 hedge funds and large institutions have $233M invested in Alpha Architect US Quantitative Value ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
34
Reduced
12
Closed
8
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$19K

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
$9.08M
2
OIA
OneDigital Investment Advisors
Kansas
$1.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.51M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
LSA
Lansing Street Advisors
Pennsylvania
$0
4
LA
Lifeworks Advisors
Michigan
$1.56M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$96.4K +$96.4K +2,159 New
MCM
52
MAI Capital Management
Ohio
$67K +$67K +1,500 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$51.2K +$42.3K +947 +474%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$48.2K – – –
ACA
55
American Capital Advisory
Idaho
$40.4K – – –
Morgan Stanley
56
Morgan Stanley
New York
$29.4K -$90.1K -2,015 -75%
AF
57
Advisornet Financial
Minnesota
$25K – – –
AWM
58
AE Wealth Management
Kansas
$19.2K +$19.2K +431 New
SPIA
59
Steward Partners Investment Advisory
New York
$8.93K +$4.46K +100 +100%
AWM
60
Avior Wealth Management
Nebraska
$7.05K -$35.1K -787 -83%
Wells Fargo
61
Wells Fargo
California
$6.32K +$6.27K +140 +14,000%
DRS
62
Deane Retirement Strategies
Louisiana
$5.76K +$2.68K +60 +87%
FFA
63
Farther Finance Advisors
California
$4.46K – – –
IA
64
IFP Advisors
Florida
$2.05K -$4.42K -99 -68%
Betterment LLC
65
Betterment LLC
New York
– -$367K -7,959 Closed
Goldman Sachs
66
Goldman Sachs
New York
– -$291K -6,300 Closed
LSA
67
Lansing Street Advisors
Pennsylvania
– -$275K -5,957 Closed
TI
68
Tidal Investments
Wisconsin
– -$229K -4,959 Closed
Bank of America
69
Bank of America
North Carolina
– -$29.3K -636 Closed
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
– -$2K -55 Closed
VAMG
71
Voisard Asset Management Group
Michigan
– -$1.39K -30 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– -$46 -1 Closed
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