Alpha Architect US Quantitative Value ETF
QVAL
59 hedge funds and large institutions have $223M invested in Alpha Architect US Quantitative Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.
493% more call options, than puts
Call options by funds: $83K | Put options by funds: $14K
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
0.34% less ownership
Funds ownership: 62.24% → 61.9% (-0.34%)
4% less capital invested
Capital invested by funds: $233M → $223M (-$10.1M)
8% less funds holding
Funds holding: 64 → 59 (-5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$4.53M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$1.88M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 5 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$6.32M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$4.51M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$815K |
| 4 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$815K |
| 5 |
Jane Street
New York
|
-$337K |
QVAL Hedge Fund Activity: Q1 2025 in Review
59 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q1 2025, worth a combined $223M — down 4.3% from $233M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of QVAL and 6 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 29 added.
The largest buyer was Stokes Family Office, adding an estimated $4.53M. The largest seller was Empowered Funds, exiting entirely with an estimated $6.32M sold.
- 59 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q1 2025, down from 64 in Q4 2024.
- Funds reported $223M of Alpha Architect US Quantitative Value ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
- 6 funds opened new Alpha Architect US Quantitative Value ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q1 2025 was Stokes Family Office, an estimated $4.53M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q1 2025 was Empowered Funds, an estimated $6.32M sold.
Based on aggregated 13F filings for Q1 2025.