Alpha Architect US Quantitative Value ETF
QVAL
20 hedge funds and large institutions have $78.1M invested in Alpha Architect US Quantitative Value ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
33% more funds holding
Funds holding: 15 → 20 (+5)
9% more capital invested
Capital invested by funds: $71.7M → $78.1M (+$6.41M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2.64% less ownership
Funds ownership: 77.95% → 75.31% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.6M |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$1.37M |
| 3 |
Jane Street
New York
|
+$564K |
| 4 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$549K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.21M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$1.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$771K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$555K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$246K |
QVAL Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q4 2019, worth a combined $78.1M — up 8.9% from $71.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QVAL positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.6M. The largest seller was Empowered Funds, cutting an estimated $4.21M.
- 20 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q4 2019, up from 15 in Q3 2019.
- Funds reported $78.1M of Alpha Architect US Quantitative Value ETF stock for Q4 2019, up 8.9% quarter-over-quarter.
- 9 funds opened new Alpha Architect US Quantitative Value ETF positions in Q4 2019 and 4 closed out, a net change of +5 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $1.6M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q4 2019 was Empowered Funds, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2019.