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Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

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
Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
6
Increased
29
Reduced
13
Closed
9
Calls
$83K
Puts
$14K
Net Calls
+$69K
Net Calls Change
+$61K

Top Buyers

1
SFO
Stokes Family Office
Louisiana
+$4.34M
2
SG
Strid Group
Pennsylvania
+$1.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.45M
4
LPL Financial
LPL Financial
California
+$1.27M
5
VFG
Valley Financial Group
Pennsylvania
+$834K

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$6.32M
2
EF
Empirical Finance
Pennsylvania
-$4.32M
3
BAM
Belpointe Asset Management
Nevada
-$815K
4
LA
Lifeworks Advisors
Michigan
-$781K
5
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$60.6M +$1.8M +42,304 +3%
EF
2
Empirical Finance
Pennsylvania
$19M -$4.32M -101,202 -19%
MA
3
Menlo Advisors
California
$10.7M – – –
SFO
4
Stokes Family Office
Louisiana
$10.3M +$4.34M +101,736 +73%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.57M +$1.45M +33,936 +18%
WA
6
Waverly Advisors
Alabama
$9.26M -$40.8K -957 -0.4%
EFG
7
Ethos Financial Group
Pennsylvania
$9.08M – – –
VFG
8
Valley Financial Group
Pennsylvania
$8.96M +$834K +19,553 +10%
Raymond James Financial
9
Raymond James Financial
Florida
$8.82M +$750K +17,578 +9%
BP
10
BWM Planning
Texas
$8.33M +$799K +18,731 +11%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.12M -$78.4K -1,839 -1%
WDL
12
Well Done LLC
Michigan
$6.07M -$108K -2,429 -2%
OPOWM
13
One Plus One Wealth Management
Florida
$5.65M -$229K -5,374 -4%
ODA
14
One Degree Advisors
California
$5.2M +$223K +5,220 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.1M -$115K -2,700 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.85M -$158K -3,704 -3%
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.64M -$244K -5,730 -5%
LPL Financial
18
LPL Financial
California
$3.16M +$1.27M +29,840 +68%
BC
19
Bowman & Company
Wisconsin
$2.72M +$6.27K +147 +0.2%
VF
20
Vestment Financial
Minnesota
$2.64M +$327K +7,593 +14%
SWA
21
Stratos Wealth Advisors
Ohio
$2.59M +$473K +11,086 +22%
QHA
22
Quarry Hill Advisors
Minnesota
$2.13M +$299 +7 +0%
OIA
23
OneDigital Investment Advisors
Kansas
$2.09M +$283K +6,630 +16%
MWP
24
Meredith Wealth Planning
Illinois
$1.18M +$3.11K +73 +0.3%
BBNB
25
Baker Boyer National Bank
Washington
$996K +$306K +7,180 +44%
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