Alpha Architect US Quantitative Value ETF
QVAL
11 hedge funds and large institutions have $8.33M invested in Alpha Architect US Quantitative Value ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
66% more capital invested
Capital invested by funds: $5M → $8.33M (+$3.33M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 11 → 11 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Menlo Advisors
Menlo Park,
California
|
+$4.13M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$490K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
+$246K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.49K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$281K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$259K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$161K |
| 4 |
Jane Street
New York
|
-$84.4K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$78.2K |
QVAL Hedge Fund Activity: Q2 2016 in Review
11 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q2 2016, worth a combined $8.33M — up 66% from $5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QVAL positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Menlo Advisors, opening a new position worth an estimated $4.13M. The largest seller was Virtu KCG Holdings, cutting an estimated $281K.
- 11 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $8.33M of Alpha Architect US Quantitative Value ETF stock for Q2 2016, up 66% quarter-over-quarter.
- 3 funds opened new Alpha Architect US Quantitative Value ETF positions in Q2 2016 and 2 closed out, a net change of +1 holder.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q2 2016 was Menlo Advisors, an estimated $4.13M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $281K sold.
Based on aggregated 13F filings for Q2 2016.