Alpha Architect US Quantitative Value ETF
QVAL
12 hedge funds and large institutions have $65.1M invested in Alpha Architect US Quantitative Value ETF in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
41% more capital invested
Capital invested by funds: $46.3M → $65.1M (+$18.8M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
9.84% more ownership
Funds ownership: 62.04% → 71.88% (+9.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less funds holding
Funds holding: 15 → 12 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.71M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.61M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.55M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$50K |
| 5 |
LPL Financial
San Diego,
California
|
+$8.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$857K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$528K |
| 3 |
VF
Virtu Financial
New York
|
-$127K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$60K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$29K |
QVAL Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q4 2017, worth a combined $65.1M — up 41% from $46.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QVAL and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.71M. The largest seller was Empirical Finance, cutting an estimated $857K.
- 12 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q4 2017, down from 15 in Q3 2017.
- Funds reported $65.1M of Alpha Architect US Quantitative Value ETF stock for Q4 2017, up 41% quarter-over-quarter.
- 1 fund opened new Alpha Architect US Quantitative Value ETF positions in Q4 2017 and 4 closed out, a net change of -3 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.71M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q4 2017 was Empirical Finance, an estimated $857K sold.
Based on aggregated 13F filings for Q4 2017.