Alpha Architect US Quantitative Value ETF
QVAL
42 hedge funds and large institutions have $148M invested in Alpha Architect US Quantitative Value ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more funds holding
Funds holding: 38 → 42 (+4)
2.13% more ownership
Funds ownership: 58.84% → 60.97% (+2.1%)
3% more capital invested
Capital invested by funds: $144M → $148M (+$3.71M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less call options, than puts
Call options by funds: $30K | Put options by funds: $32K
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$6.52M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$1.34M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.07M |
| 4 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$836K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$7.4M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$4.04M |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$1.9M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.14M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$632K |
QVAL Hedge Fund Activity: Q2 2023 in Review
42 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q2 2023, worth a combined $148M — up 2.6% from $144M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QVAL positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $6.52M. The largest seller was Empowered Funds, cutting an estimated $7.4M.
- 42 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q2 2023, up from 38 in Q1 2023.
- Funds reported $148M of Alpha Architect US Quantitative Value ETF stock for Q2 2023, up 2.6% quarter-over-quarter.
- 6 funds opened new Alpha Architect US Quantitative Value ETF positions in Q2 2023 and 2 closed out, a net change of +4 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q2 2023 was Waverly Advisors, an estimated $6.52M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q2 2023 was Empowered Funds, an estimated $7.4M sold.
Based on aggregated 13F filings for Q2 2023.