Alpha Architect US Quantitative Value ETF
QVAL
38 hedge funds and large institutions have $144M invested in Alpha Architect US Quantitative Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.
450% more call options, than puts
Call options by funds: $11K | Put options by funds: $2K
10% more capital invested
Capital invested by funds: $131M → $144M (+$12.7M)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.15% less ownership
Funds ownership: 59.99% → 58.84% (-1.2%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$4.16M |
| 2 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$2.56M |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$1M |
| 4 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$714K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$1.1M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$873K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$408K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$245K |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$206K |
QVAL Hedge Fund Activity: Q1 2023 in Review
38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q1 2023, worth a combined $144M — up 9.7% from $131M a quarter earlier.
Fund positioning in QVAL was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 15 trimmed.
The largest buyer was Silicon Hills Wealth Management, adding an estimated $4.16M. The largest seller was Empirical Finance, cutting an estimated $1.1M.
- 38 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $144M of Alpha Architect US Quantitative Value ETF stock for Q1 2023, up 9.7% quarter-over-quarter.
- 2 funds opened new Alpha Architect US Quantitative Value ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q1 2023 was Silicon Hills Wealth Management, an estimated $4.16M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q1 2023 was Empirical Finance, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2023.