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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

56 hedge funds and large institutions have $193M invested in Alpha Architect US Quantitative Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
5
Increased
26
Reduced
16
Closed
3
Calls
$8K
Puts
$4K
Net Calls
+$4K
Net Calls Change
+$119K

Top Buyers

1
WDL
Well Done LLC
Michigan
+$5.03M
2
BC
Bowman & Company
Wisconsin
+$2.84M
3
SG
Strid Group
Pennsylvania
+$1.85M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.62M
5
OPOWM
One Plus One Wealth Management
Florida
+$1.15M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$3.26M
2
EF
Empirical Finance
Pennsylvania
-$2.46M
3
EF
Empowered Funds
Pennsylvania
-$1.56M
4
FEM
Fulcrum Equity Management
Texas
-$1.24M
5
BAM
Belpointe Asset Management
Nevada
-$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$53.8M +$1.85M +41,251 +4%
EF
2
Empirical Finance
Pennsylvania
$24.7M -$2.46M -54,648 -9%
MA
3
Menlo Advisors
California
$11.1M +$19.5K +435 +0.2%
WA
4
Waverly Advisors
Alabama
$9.44M +$101K +2,246 +1%
EF
5
Empowered Funds
Pennsylvania
$8.55M -$1.56M -34,708 -15%
VFG
6
Valley Financial Group
Pennsylvania
$7.36M -$397K -8,838 -5%
EFG
7
Ethos Financial Group
Pennsylvania
$6.73M +$1.62M +36,134 +32%
KCM
8
Kathmere Capital Management
Pennsylvania
$6.44M +$50.3K +1,119 +0.8%
OPOWM
9
One Plus One Wealth Management
Florida
$6.21M +$1.15M +25,544 +23%
WDL
10
Well Done LLC
Michigan
$6.13M +$5.03M +111,854 +454%
SFO
11
Stokes Family Office
Louisiana
$5.52M +$591K +13,150 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.01M +$267K +5,933 +6%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$4.82M +$269K +5,999 +6%
ODA
14
One Degree Advisors
California
$4.75M +$21.7K +483 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.27M +$1.35K +30 +0%
QHA
16
Quarry Hill Advisors
Minnesota
$3.61M -$141K -3,143 -4%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$657K +14,628 +25%
LPL Financial
18
LPL Financial
California
$3.2M +$557K +12,405 +21%
BC
19
Bowman & Company
Wisconsin
$2.84M +$2.84M +63,243 New
BAM
20
Belpointe Asset Management
Nevada
$1.63M -$962K -21,416 -37%
MWP
21
Meredith Wealth Planning
Illinois
$1.22M -$40.3K -896 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$953K +$566K +12,601 +146%
PPP
23
Private Portfolio Partners
New Jersey
$909K -$9.03K -201 -1%
FAIM
24
Financial Advocates Investment Management
Washington
$816K +$494 +11 +0.1%
WSWA
25
Warren Street Wealth Advisors
California
$764K +$21.5K +478 +3%
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