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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

38 hedge funds and large institutions have $123M invested in Alpha Architect US Quantitative Value ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
4
Increased
17
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empirical Finance
Pennsylvania
$34.5M
2
EF
Empowered Funds
Pennsylvania
$11.9M
3
AIP
Almanack Investment Partners
Pennsylvania
$5.63M
4
OPOWM
One Plus One Wealth Management
Florida
$2.98M
5
KCM
Kathmere Capital Management
Pennsylvania
$6.09M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$251K
3
HAM
Hedges Asset Management
Nevada
$0
4
IC
IEQ Capital
California
$0
5
SHWM
Silicon Hills Wealth Management
Texas
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empirical Finance
Pennsylvania
$34.5M +$6.52M +218,064 +23%
SG
2
Strid Group
Pennsylvania
$34.2M +$205K +6,867 +0.6%
EF
3
Empowered Funds
Pennsylvania
$11.9M +$4.54M +151,803 +61%
MA
4
Menlo Advisors
California
$7.46M – – –
KCM
5
Kathmere Capital Management
Pennsylvania
$6.09M +$266K +8,913 +5%
AIP
6
Almanack Investment Partners
Pennsylvania
$5.63M +$2.23M +74,636 +66%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.62M -$684K -22,900 -16%
KSWA
8
Kathleen S. Wright Associates
Pennsylvania
$3.44M +$107K +3,567 +3%
OPOWM
9
One Plus One Wealth Management
Florida
$2.98M +$575K +19,261 +24%
SHWM
10
Silicon Hills Wealth Management
Texas
$2.57M -$203K -6,790 -7%
TI
11
Tidal Investments
Wisconsin
$2.2M -$2.09K -70 -0.1%
GIA
12
Gladstone Institutional Advisory
Florida
$1.04M +$125K +4,193 +14%
LPL Financial
13
LPL Financial
California
$919K +$57.5K +1,924 +7%
WDL
14
Well Done LLC
Michigan
$731K +$8.07K +270 +1%
PPP
15
Private Portfolio Partners
New Jersey
$564K +$28.2K +945 +5%
CAN
16
Cetera Advisor Networks
California
$542K -$200K -6,672 -27%
BBNB
17
Baker Boyer National Bank
Washington
$504K – – –
FAIM
18
Financial Advocates Investment Management
Washington
$476K +$103K +3,439 +28%
WSWA
19
Warren Street Wealth Advisors
California
$387K +$15.6K +522 +4%
V
20
Veritable
Delaware
$365K -$3.8K -127 -1%
RJA
21
Raymond James & Associates
Florida
$329K – – –
Betterment LLC
22
Betterment LLC
New York
$298K +$96.5K +3,227 +48%
9WM
23
9258 Wealth Management
Ohio
$290K -$105K -3,500 -27%
Goldman Sachs
24
Goldman Sachs
New York
$251K -$299K -10,000 -54%
LSA
25
Lansing Street Advisors
Pennsylvania
$244K -$329 -11 -0.1%
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