Royce Quant Small-Cap Quality Value ETF
SQLV
11 hedge funds and large institutions have $6.26M invested in Royce Quant Small-Cap Quality Value ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
1.09% more ownership
Funds ownership: 24.39% → 25.48% (+1.1%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less capital invested
Capital invested by funds: $6.76M → $6.26M (-$495K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$187K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$121K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$89.5K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$50.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$264K |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$6.7K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.96K |
SQLV Hedge Fund Activity: Q1 2025 in Review
11 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Royce Quant Small-Cap Quality Value ETF (SQLV) for Q1 2025, worth a combined $6.26M — down 7.3% from $6.76M a quarter earlier.
Fund positioning in SQLV was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $187K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $264K sold.
- 11 institutional investors held Royce Quant Small-Cap Quality Value ETF (SQLV) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $6.26M of Royce Quant Small-Cap Quality Value ETF stock for Q1 2025, down 7.3% quarter-over-quarter.
- 2 funds opened new Royce Quant Small-Cap Quality Value ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Royce Quant Small-Cap Quality Value ETF buyer in Q1 2025 was LPL Financial, an estimated $187K added.
- The largest Royce Quant Small-Cap Quality Value ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $264K sold.
Based on aggregated 13F filings for Q1 2025.