Alpha Architect US Quantitative Value ETF
QVAL
44 hedge funds and large institutions have $151M invested in Alpha Architect US Quantitative Value ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
5% more funds holding
Funds holding: 42 → 44 (+2)
2% more capital invested
Capital invested by funds: $148M → $151M (+$3.15M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8.22% less ownership
Funds ownership: 60.97% → 52.75% (-8.2%)
97% less call options, than puts
Call options by funds: $3K | Put options by funds: $105K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.36M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.29M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.13M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$706K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$1.99M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.17M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$475K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$124K |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$97.2K |
QVAL Hedge Fund Activity: Q3 2023 in Review
44 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q3 2023, worth a combined $151M — up 2.1% from $148M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QVAL positions and 1 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Empowered Funds, adding an estimated $4.36M. The largest seller was Ethos Financial Group, cutting an estimated $1.99M.
- 44 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q3 2023, up from 42 in Q2 2023.
- Funds reported $151M of Alpha Architect US Quantitative Value ETF stock for Q3 2023, up 2.1% quarter-over-quarter.
- 6 funds opened new Alpha Architect US Quantitative Value ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q3 2023 was Empowered Funds, an estimated $4.36M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q3 2023 was Ethos Financial Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2023.