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Alpha Architect US Quantitative Value ETF

59 hedge funds and large institutions have $223M invested in Alpha Architect US Quantitative Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less funds holding

Funds holding: 6459 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83K
Puts
$14K
Net Calls
Net Calls Change

Top Sellers

1 -$6.32M
2 -$4.32M
3 -$815K
4
LA
Lifeworks Advisors
Michigan
-$781K
5
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$60.6M
EF
2
Empirical Finance
Pennsylvania
$19M
MA
3
Menlo Advisors
California
$10.7M
SFO
4
Stokes Family Office
Louisiana
$10.3M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.57M
WA
6
Waverly Advisors
Alabama
$9.26M
EFG
7
Ethos Financial Group
Pennsylvania
$9.08M
VFG
8
Valley Financial Group
Pennsylvania
$8.96M
Raymond James Financial
9
Raymond James Financial
Florida
$8.82M
BP
10
BWM Planning
Texas
$8.33M
KCM
11
Kathmere Capital Management
Pennsylvania
$6.12M
WDL
12
Well Done LLC
Michigan
$6.07M
OPOWM
13
One Plus One Wealth Management
Florida
$5.65M
ODA
14
One Degree Advisors
California
$5.2M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.1M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.85M
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.64M
LPL Financial
18
LPL Financial
California
$3.16M
BC
19
Bowman & Company
Wisconsin
$2.72M
VF
20
Vestment Financial
Minnesota
$2.64M
SWA
21
Stratos Wealth Advisors
Ohio
$2.59M
QHA
22
Quarry Hill Advisors
Minnesota
$2.13M
OIA
23
OneDigital Investment Advisors
Kansas
$2.09M
MWP
24
Meredith Wealth Planning
Illinois
$1.18M
BBNB
25
Baker Boyer National Bank
Washington
$996K