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Alpha Architect US Quantitative Value ETF

58 hedge funds and large institutions have $231M invested in Alpha Architect US Quantitative Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $64K | Put options by funds: $21K

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $223M → $231M (+$8.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.49% less ownership

Funds ownership: 61.9%61.42% (-0.49%)

2% less funds holding

Funds holding: 5958 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
23
Reduced
22
Closed
5
Calls
$64K
Puts
$21K
Net Calls
+$43K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$65.9M +$3.21M +75,559 +5%
EF
2
Empirical Finance
Pennsylvania
$19.1M -$398K -9,379 -2%
BP
3
BWM Planning
Texas
$11.2M +$2.48M +58,310 +30%
MA
4
Menlo Advisors
California
$10.9M -$111K -2,615 -1%
EFG
5
Ethos Financial Group
Pennsylvania
$10.8M +$1.8M +42,305 +21%
SFO
6
Stokes Family Office
Louisiana
$10.7M +$26.3K +619 +0.3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$238K +5,616 +3%
VFG
8
Valley Financial Group
Pennsylvania
$9.7M +$437K +10,301 +5%
WA
9
Waverly Advisors
Alabama
$9.38M -$164K -3,853 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$7.89M -$1.17M -27,585 -13%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.33M +$18K +424 +0.3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.13M +$838K +19,726 +16%
ODA
13
One Degree Advisors
California
$5.89M +$502K +11,815 +10%
WDL
14
Well Done LLC
Michigan
$5.82M -$159K -3,746 -3%
SWA
15
Stratos Wealth Advisors
Ohio
$4.9M +$2.15M +50,574 +83%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.86M -$145K -3,408 -3%
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.68M -$101K -2,383 -2%
LPL Financial
18
LPL Financial
California
$3.36M +$95.3K +2,243 +3%
OPOWM
19
One Plus One Wealth Management
Florida
$3.03M -$2.71M -63,807 -48%
VF
20
Vestment Financial
Minnesota
$2.94M +$181K +4,256 +7%
QHA
21
Quarry Hill Advisors
Minnesota
$2.36M +$151K +3,565 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$2.25M +$82K +1,932 +4%
MWP
23
Meredith Wealth Planning
Illinois
$1.22M +$5.22K +123 +0.4%
BBNB
24
Baker Boyer National Bank
Washington
$1.06M +$34.5K +812 +3%
WSWA
25
Warren Street Wealth Advisors
California
$955K +$48K +1,130 +5%

QVAL Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q2 2025, worth a combined $231M — up 3.8% from $223M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of QVAL and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 23 added.

The largest buyer was Strid Group, adding an estimated $3.21M. The largest seller was Bowman & Company, exiting entirely with an estimated $2.72M sold.

  • 58 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q2 2025, down from 59 in Q1 2025.
  • Funds reported $231M of Alpha Architect US Quantitative Value ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 4 funds opened new Alpha Architect US Quantitative Value ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Value ETF buyer in Q2 2025 was Strid Group, an estimated $3.21M added.
  • The largest Alpha Architect US Quantitative Value ETF seller in Q2 2025 was Bowman & Company, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2025.