Alpha Architect US Quantitative Value ETF
QVAL
24 hedge funds and large institutions have $115M invested in Alpha Architect US Quantitative Value ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $91.8M → $115M (+$23.7M)
20% more funds holding
Funds holding: 20 → 24 (+4)
2.58% more ownership
Funds ownership: 66.12% → 68.71% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$12.3M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$588K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$381K |
| 4 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$267K |
| 5 |
LPL Financial
San Diego,
California
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$662K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$443K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$300K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$44.4K |
QVAL Hedge Fund Activity: Q1 2021 in Review
24 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q1 2021, worth a combined $115M — up 26% from $91.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QVAL positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Almanack Investment Partners, adding an estimated $12.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.7M.
- 24 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q1 2021, up from 20 in Q4 2020.
- Funds reported $115M of Alpha Architect US Quantitative Value ETF stock for Q1 2021, up 26% quarter-over-quarter.
- 6 funds opened new Alpha Architect US Quantitative Value ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q1 2021 was Almanack Investment Partners, an estimated $12.3M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2021.