Alpha Architect US Quantitative Value ETF
QVAL
15 hedge funds and large institutions have $81.9M invested in Alpha Architect US Quantitative Value ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
26% more capital invested
Capital invested by funds: $65.1M → $81.9M (+$16.8M)
25% more funds holding
Funds holding: 12 → 15 (+3)
22.75% more ownership
Funds ownership: 71.88% → 94.63% (+23%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$14.8M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$8.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$128K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$51.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.77M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$775K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$516K |
| 4 |
VF
Virtu Financial
New York
|
-$250K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$7.88K |
QVAL Hedge Fund Activity: Q1 2018 in Review
15 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q1 2018, worth a combined $81.9M — up 26% from $65.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QVAL positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Empirical Finance, adding an estimated $14.8M. The largest seller was Lincoln National Corp, cutting an estimated $1.77M.
- 15 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q1 2018, up from 12 in Q4 2017.
- Funds reported $81.9M of Alpha Architect US Quantitative Value ETF stock for Q1 2018, up 26% quarter-over-quarter.
- 4 funds opened new Alpha Architect US Quantitative Value ETF positions in Q1 2018 and 1 closed out, a net change of +3 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q1 2018 was Empirical Finance, an estimated $14.8M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q1 2018 was Lincoln National Corp, an estimated $1.77M sold.
Based on aggregated 13F filings for Q1 2018.