Alpha Architect US Quantitative Value ETF
QVAL
58 hedge funds and large institutions have $231M invested in Alpha Architect US Quantitative Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.
205% more call options, than puts
Call options by funds: $64K | Put options by funds: $21K
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
4% more capital invested
Capital invested by funds: $223M → $231M (+$8.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.49% less ownership
Funds ownership: 61.9% → 61.42% (-0.49%)
2% less funds holding
Funds holding: 59 → 58 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$3.21M |
| 2 |
BP
BWM Planning
The Woodlands,
Texas
|
+$2.48M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$2.15M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$1.8M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bowman & Company
Oshkosh,
Wisconsin
|
-$2.72M |
| 2 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$2.71M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.17M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$873K |
| 5 |
Two Sigma Investments
New York
|
-$714K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
American Capital Advisory
Ketchum,
Idaho
| $39.8K | – | – | – |
|
52
Morgan Stanley
New York
| $29K | -$93.9K | -2,212 | -77% |
|
|
AWM
53
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $25.2K | +$24.3K | +572 | New |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $8.8K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $6.91K | – | – | – |
|
|
FFA
56
Farther Finance Advisors
San Francisco,
California
| $4.4K | – | – | – |
|
|
AWM
57
AE Wealth Management
Topeka,
Kansas
| $132 | -$18.2K | -428 | -99% |
|
58
Wells Fargo
San Francisco,
California
| $35 | +$42 | +1 | New |
|
59
JP Morgan Chase
New York
| $6 | -$45.7K | -1,076 | Closed |
|
|
BC
60
Bowman & Company
Oshkosh,
Wisconsin
| – | -$2.72M | -63,689 | Closed |
|
|
TC
61
TownSquare Capital
Provo,
Utah
| – | -$873K | -20,475 | Closed |
|
|
62
Two Sigma Investments
New York
| – | -$714K | -16,744 | Closed |
|
|
DRS
63
Deane Retirement Strategies
New Orleans,
Louisiana
| – | -$8.27K | -194 | Closed |
|
QVAL Hedge Fund Activity: Q2 2025 in Review
58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q2 2025, worth a combined $231M — up 3.8% from $223M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QVAL and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.
The largest buyer was Strid Group, adding an estimated $3.21M. The largest seller was Bowman & Company, exiting entirely with an estimated $2.72M sold.
- 58 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q2 2025, down from 59 in Q1 2025.
- Funds reported $231M of Alpha Architect US Quantitative Value ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
- 4 funds opened new Alpha Architect US Quantitative Value ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q2 2025 was Strid Group, an estimated $3.21M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q2 2025 was Bowman & Company, an estimated $2.72M sold.
Based on aggregated 13F filings for Q2 2025.