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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

38 hedge funds and large institutions have $131M invested in Alpha Architect US Quantitative Value ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
8
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
$4.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.96M
3
EF
Empowered Funds
Pennsylvania
$12.9M
4
LPL Financial
LPL Financial
California
$1.78M
5
SG
Strid Group
Pennsylvania
$35.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.75M
2
IA
IFP Advisors
Florida
$1.42M
3
KSWA
Kathleen S. Wright Associates
Pennsylvania
$3.41M
4
EF
Empirical Finance
Pennsylvania
$29.5M
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$35.4M +$448K +13,820 +1%
EF
2
Empirical Finance
Pennsylvania
$29.5M -$214K -6,658 -0.7%
EF
3
Empowered Funds
Pennsylvania
$12.9M +$584K +18,164 +5%
MA
4
Menlo Advisors
California
$7.93M +$3.28K +102 +0%
KCM
5
Kathmere Capital Management
Pennsylvania
$5.17M -$157K -4,893 -3%
EFG
6
Ethos Financial Group
Pennsylvania
$4.44M +$4.44M +136,891 New
GIA
7
Gladstone Institutional Advisory
Florida
$4.2M +$2.52M +78,399 +151%
TI
8
Tidal Investments
Wisconsin
$3.75M -$8.88K -276 -0.2%
KSWA
9
Kathleen S. Wright Associates
Pennsylvania
$3.41M -$403K -12,545 -11%
QHA
10
Quarry Hill Advisors
Minnesota
$3.3M +$3.3M +102,611 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.96M +$2.29M +71,098 +338%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.75M -$1.01M -31,524 -27%
SHWM
13
Silicon Hills Wealth Management
Texas
$2.57M -$36.3K -1,130 -1%
OPOWM
14
One Plus One Wealth Management
Florida
$2.44M +$94.9K +2,949 +4%
LPL Financial
15
LPL Financial
California
$1.78M +$548K +17,028 +44%
IA
16
IFP Advisors
Florida
$1.42M -$740K -23,534 -34%
MWP
17
Meredith Wealth Planning
Illinois
$974K +$974K +30,283 New
WDL
18
Well Done LLC
Michigan
$739K -$29.2K -907 -4%
PPP
19
Private Portfolio Partners
New Jersey
$613K -$12.8K -397 -2%
FAIM
20
Financial Advocates Investment Management
Washington
$544K +$355K +11,034 +187%
LSA
21
Lansing Street Advisors
Pennsylvania
$544K +$239K +7,437 +78%
Betterment LLC
22
Betterment LLC
New York
$511K +$191K +5,926 +59%
CAN
23
Cetera Advisor Networks
California
$509K +$15.1K +470 +3%
WSWA
24
Warren Street Wealth Advisors
California
$427K +$7.46K +232 +2%
BBNB
25
Baker Boyer National Bank
Washington
$421K – – –
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