Alpha Architect International Quantitative Value ETFIVAL
IVAL
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $79.1M [Q2] → $85.9M (+$6.88M) [Q3]
6% more funds holding
Funds holding: 34 [Q2] → 36 (+2) [Q3]
3.21% more ownership
Funds ownership: 53.76% [Q2] → 56.97% (+3.21%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IVAL.
Financial journalist opinion
Negative
Seeking Alpha
2 months ago
Time To Unload IVAL And Replace It With JIVE For International Long-Term Value
IVAL ranks last among 41 International Equity Value ETFs. I rate it a Sell due to poor performance and lack of hedging. JIVE, ranked third, benefits from hedging, different country and sector allocations, and a higher percentage in financial services. IVAL's focus on mid-cap stocks and lack of hedging contribute to its underperformance compared to JIVE's diversified and hedged portfolio.
Neutral
Zacks Investment Research
1 year ago
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