QVAL icon

Alpha Architect US Quantitative Value ETF
QVAL

Overview Fund Activity

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
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.78%
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

Top Buyers

1
SG
Strid Group
Pennsylvania
$65.9M
2
BP
BWM Planning
Texas
$11.2M
3
SWA
Stratos Wealth Advisors
Ohio
$4.9M
4
EFG
Ethos Financial Group
Pennsylvania
$10.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.13M

Top Sellers

1
OPOWM
One Plus One Wealth Management
Florida
$3.03M
2
BC
Bowman & Company
Wisconsin
$0
3
Raymond James Financial
Raymond James Financial
Florida
$7.89M
4
TC
TownSquare Capital
Utah
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$65.9M +$3.33M +75,559 +5%
EF
2
Empirical Finance
Pennsylvania
$19.1M -$413K -9,379 -2%
BP
3
BWM Planning
Texas
$11.2M +$2.57M +58,310 +30%
MA
4
Menlo Advisors
California
$10.9M -$115K -2,615 -1%
EFG
5
Ethos Financial Group
Pennsylvania
$10.8M +$1.86M +42,305 +21%
SFO
6
Stokes Family Office
Louisiana
$10.7M +$27.2K +619 +0.3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$247K +5,616 +3%
VFG
8
Valley Financial Group
Pennsylvania
$9.7M +$453K +10,301 +5%
WA
9
Waverly Advisors
Alabama
$9.38M -$170K -3,853 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$7.89M -$1.21M -27,585 -13%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.33M +$18.7K +424 +0.3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.13M +$868K +19,726 +16%
ODA
13
One Degree Advisors
California
$5.89M +$520K +11,815 +10%
WDL
14
Well Done LLC
Michigan
$5.82M -$165K -3,746 -3%
SWA
15
Stratos Wealth Advisors
Ohio
$4.9M +$2.23M +50,574 +83%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.86M -$150K -3,408 -3%
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.68M -$105K -2,383 -2%
LPL Financial
18
LPL Financial
California
$3.36M +$98.7K +2,243 +3%
OPOWM
19
One Plus One Wealth Management
Florida
$3.03M -$2.81M -63,807 -48%
VF
20
Vestment Financial
Minnesota
$2.94M +$190K +4,256 +7%
QHA
21
Quarry Hill Advisors
Minnesota
$2.36M +$157K +3,565 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$2.25M +$85K +1,932 +4%
MWP
23
Meredith Wealth Planning
Illinois
$1.22M +$5.41K +123 +0.4%
BBNB
24
Baker Boyer National Bank
Washington
$1.06M +$35.7K +812 +3%
WSWA
25
Warren Street Wealth Advisors
California
$955K +$49.7K +1,130 +5%
1
2 3