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Alpha Architect US Quantitative Value ETF

61 hedge funds and large institutions have $246M invested in Alpha Architect US Quantitative Value ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $231M → $246M (+$14.7M)

5% more funds holding

Funds holding: 5861 (+3)

0.58% more ownership

Funds ownership: 61.42%62% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
23
Reduced
19
Closed
4
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$70.9M +$1.04M +23,187 +2%
EF
2
Empirical Finance
Pennsylvania
$20M -$286K -6,371 -1%
BP
3
BWM Planning
Texas
$13.3M +$1.38M +30,816 +12%
EFG
4
Ethos Financial Group
Pennsylvania
$12.3M +$780K +17,365 +7%
SFO
5
Stokes Family Office
Louisiana
$11.1M -$138K -3,074 -1%
VFG
6
Valley Financial Group
Pennsylvania
$10.7M +$372K +8,289 +4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$467K -10,389 -5%
WA
8
Waverly Advisors
Alabama
$9.84M -$99.3K -2,209 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$8.3M -$60.7K -1,350 -0.8%
NI
10
Natural Investments
California
$7.75M +$12.8M +283,777 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$7.44M +$909K +20,226 +15%
ODA
12
One Degree Advisors
California
$7.33M +$1.05M +23,386 +17%
KCM
13
Kathmere Capital Management
Pennsylvania
$6.85M +$129K +2,871 +2%
WDL
14
Well Done LLC
Michigan
$6.1M -$62.3K -1,387 -1%
SWA
15
Stratos Wealth Advisors
Ohio
$5.34M +$148K +3,283 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.01M -$133K -2,953 -3%
KSWA
17
Kathleen S. Wright Associates
Pennsylvania
$4.92M -$43K -957 -0.9%
LPL Financial
18
LPL Financial
California
$3.66M +$94.2K +2,096 +3%
OPOWM
19
One Plus One Wealth Management
Florida
$3.32M +$111K +2,469 +4%
VF
20
Vestment Financial
Minnesota
$3.17M +$64.1K +1,427 +2%
QHA
21
Quarry Hill Advisors
Minnesota
$2.49M -$9.03K -201 -0.4%
OIA
22
OneDigital Investment Advisors
Kansas
$2.4M +$15.2K +338 +0.7%
WSWA
23
Warren Street Wealth Advisors
California
$1.2M +$176K +3,923 +18%
BBNB
24
Baker Boyer National Bank
Washington
$1.17M +$40.4K +899 +4%
MWP
25
Meredith Wealth Planning
Illinois
$1.15M -$146K -3,241 -12%

QVAL Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Value ETF (QVAL) for Q3 2025, worth a combined $246M — up 6.3% from $231M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QVAL positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $12.8M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $802K sold.

  • 61 institutional investors held Alpha Architect US Quantitative Value ETF (QVAL) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $246M of Alpha Architect US Quantitative Value ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Value ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest Alpha Architect US Quantitative Value ETF buyer in Q3 2025 was Natural Investments, an estimated $12.8M added.
  • The largest Alpha Architect US Quantitative Value ETF seller in Q3 2025 was Financial Advocates Investment Management, an estimated $802K sold.

Based on aggregated 13F filings for Q3 2025.