Alpha Architect US Quantitative Value ETF
QVAL
66 hedge funds and large institutions have $228M invested in Alpha Architect US Quantitative Value ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
17% more capital invested
Capital invested by funds: $196M → $228M (+$32.4M)
12% more funds holding
Funds holding: 59 → 66 (+7)
2.92% more ownership
Funds ownership: 57.39% → 60.31% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $11K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.04M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$2.55M |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$1.57M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.19M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$967K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.21M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.26M |
| 3 |
QHA
Quarry Hill Advisors
St Paul,
Minnesota
|
-$1.23M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$659K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$222K |
QVAL Hedge Fund Activity: Q3 2024 in Review
66 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q3 2024, worth a combined $228M — up 17% from $196M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new QVAL positions and 4 closed out — a net gain of 7 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.04M. The largest seller was Empowered Funds, cutting an estimated $3.21M.
- 66 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $228M of Alpha Architect US Quantitative Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 11 funds opened new Alpha Architect US Quantitative Value ETF positions in Q3 2024 and 4 closed out, a net change of +7 holders.
- The largest Alpha Architect US Quantitative Value ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.04M added.
- The largest Alpha Architect US Quantitative Value ETF seller in Q3 2024 was Empowered Funds, an estimated $3.21M sold.
Based on aggregated 13F filings for Q3 2024.