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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

64 hedge funds and large institutions have $233M invested in Alpha Architect US Quantitative Value ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
34
Reduced
12
Closed
8
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$19K

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
$9.08M
2
OIA
OneDigital Investment Advisors
Kansas
$1.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.51M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
LSA
Lansing Street Advisors
Pennsylvania
$0
4
LA
Lifeworks Advisors
Michigan
$1.56M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$61.5M +$180K +4,032 +0.3%
EF
2
Empirical Finance
Pennsylvania
$24.4M – – –
MA
3
Menlo Advisors
California
$11.2M +$126K +2,825 +1%
WA
4
Waverly Advisors
Alabama
$9.73M +$284K +6,356 +3%
EFG
5
Ethos Financial Group
Pennsylvania
$9.08M +$1.46M +32,689 +19%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.51M +$638K +14,301 +8%
VFG
7
Valley Financial Group
Pennsylvania
$8.5M +$326K +7,304 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$8.45M +$8.45M +189,286 New
BP
9
BWM Planning
Texas
$7.89M +$154K +3,455 +2%
KCM
10
Kathmere Capital Management
Pennsylvania
$6.49M -$52.5K -1,175 -0.8%
WDL
11
Well Done LLC
Michigan
$6.38M – – –
EF
12
Empowered Funds
Pennsylvania
$6.32M +$18.4K +413 +0.3%
SFO
13
Stokes Family Office
Louisiana
$6.24M +$26.7K +599 +0.4%
OPOWM
14
One Plus One Wealth Management
Florida
$6.16M -$59.9K -1,341 -1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.46M +$157K +3,509 +3%
ODA
16
One Degree Advisors
California
$5.27M +$278K +6,171 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.24M +$966K +21,628 +23%
KSWA
18
Kathleen S. Wright Associates
Pennsylvania
$5.11M +$44.9K +1,005 +0.9%
BC
19
Bowman & Company
Wisconsin
$2.84M +$13.3K +299 +0.5%
VF
20
Vestment Financial
Minnesota
$2.42M +$2.42M +53,893 New
QHA
21
Quarry Hill Advisors
Minnesota
$2.23M -$59.4K -1,331 -3%
SWA
22
Stratos Wealth Advisors
Ohio
$2.22M -$26.7K -599 -1%
LPL Financial
23
LPL Financial
California
$1.97M -$82.9K -1,858 -4%
IW
24
IronOak Wealth
Texas
$1.94M +$1.94M +43,521 New
OIA
25
OneDigital Investment Advisors
Kansas
$1.9M +$1.11M +24,838 +141%
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