Alpha Architect US Quantitative Value ETF
QVAL
34 hedge funds and large institutions have $107M invested in Alpha Architect US Quantitative Value ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 7 closing their positions.
6.07% less ownership
Funds ownership: 63.13% → 57.06% (-6.1%)
11% less funds holding
Funds holding: 38 → 34 (-4)
13% less capital invested
Capital invested by funds: $123M → $107M (-$16.2M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.13M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$674K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$557K |
| 5 |
LPL Financial
San Diego,
California
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$7.39M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$5.63M |
| 3 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$2.13M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.23M |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$858K |
QVAL Hedge Fund Activity: Q3 2022 in Review
34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q3 2022, worth a combined $107M — down 13% from $123M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QVAL and 3 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was IFP Advisors, adding an estimated $2.13M. The largest seller was Empirical Finance, cutting an estimated $7.39M.
- 34 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q3 2022, down from 38 in Q2 2022.
- Funds reported $107M of Alpha Architect US Quantitative Value ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 3 funds opened new Alpha Architect US Quantitative Value ETF positions in Q3 2022 and 7 closed out, a net change of -4 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q3 2022 was IFP Advisors, an estimated $2.13M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q3 2022 was Empirical Finance, an estimated $7.39M sold.
Based on aggregated 13F filings for Q3 2022.