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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
6
Increased
29
Reduced
13
Closed
9
Calls
$83K
Puts
$14K
Net Calls
+$69K
Net Calls Change
+$61K

Top Buyers

1
SFO
Stokes Family Office
Louisiana
+$4.34M
2
SG
Strid Group
Pennsylvania
+$1.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.45M
4
LPL Financial
LPL Financial
California
+$1.27M
5
VFG
Valley Financial Group
Pennsylvania
+$834K

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$6.32M
2
EF
Empirical Finance
Pennsylvania
-$4.32M
3
BAM
Belpointe Asset Management
Nevada
-$815K
4
LA
Lifeworks Advisors
Michigan
-$781K
5
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$64K – – –
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$46.1K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$45.9K -$3.03K -71 -6%
ACA
54
American Capital Advisory
Idaho
$38.6K – – –
AWM
55
AE Wealth Management
Kansas
$18.4K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$8.53K – – –
DRS
57
Deane Retirement Strategies
Louisiana
$8.27K +$2.77K +65 +50%
IA
58
IFP Advisors
Florida
$6.7K +$4.73K +111 +241%
FFA
59
Farther Finance Advisors
California
$4.3K – – –
Wells Fargo
60
Wells Fargo
California
$10 -$6.32K -141 Closed
EF
61
Empowered Funds
Pennsylvania
– -$6.32M -141,529 Closed
BAM
62
Belpointe Asset Management
Nevada
– -$815K -18,072 Closed
Jane Street
63
Jane Street
New York
– -$337K -7,542 Closed
WIA
64
World Investment Advisors
California
– -$323K -7,243 Closed
AAS
65
Avantax Advisory Services
Texas
– -$222K -4,981 Closed
UBS Group
66
UBS Group
Switzerland
– -$96.4K -2,159 Closed
AF
67
Advisornet Financial
Minnesota
– -$25K -560 Closed
AWM
68
Avior Wealth Management
Nebraska
– -$7.05K -158 Closed
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