EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
12 hedge funds and large institutions have $63.4M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
34% more capital invested
Capital invested by funds: $47.3M → $63.4M (+$16.1M)
33% more funds holding
Funds holding: 9 → 12 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17.31% less ownership
Funds ownership: 75.26% → 57.96% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$5.38M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.49M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.34M |
| 4 |
Jane Street
New York
|
+$632K |
| 5 |
LPL Financial
San Diego,
California
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$387K |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $40.7M | +$5.38M | +183,055 | +15% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $7.66M | -$387K | -13,160 | -5% |
|
|
FAIM
3
Financial Advocates Investment Management
Olympia,
Washington
| $7.5M | +$1.34M | +45,737 | +21% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.43M | +$3.49M | +118,683 | +31,818% |
|
|
CIM
5
Cambria Investment Management
Manhattan Beach,
California
| $1.38M | +$138K | +4,695 | +11% |
|
|
6
Jane Street
New York
| $1.09M | +$632K | +21,522 | +133% |
|
|
7
LPL Financial
San Diego,
California
| $908K | +$621K | +21,137 | +204% |
|
|
BF
8
BOK Financial
Tulsa,
Oklahoma
| $302K | +$9.7K | +330 | +3% |
|
|
GLA
9
Good Life Advisors
Reading,
Pennsylvania
| $243K | +$249K | +8,487 | New |
|
10
Morgan Stanley
New York
| $147K | +$150K | +5,110 | New |
|
|
AOWM
11
Alpha Omega Wealth Management
Richmond,
Virginia
| $33K | +$33.9K | +1,155 | New |
|
|
BCA
12
Bay Colony Advisors
Concord,
Massachusetts
| $3K | +$2.7K | +92 | New |
|
|
WDL
13
Well Done LLC
Holland,
Michigan
| – | -$23K | -799 | Closed |
|
AAVM Hedge Fund Activity: Q2 2018 in Review
12 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q2 2018, worth a combined $63.4M — up 34% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AAVM positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Empirical Finance, adding an estimated $5.38M. The largest seller was Sterneck Capital Management, cutting an estimated $387K.
- 12 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q2 2018, up from 9 in Q1 2018.
- Funds reported $63.4M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q2 2018, up 34% quarter-over-quarter.
- 4 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q2 2018 and 1 closed out, a net change of +3 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q2 2018 was Empirical Finance, an estimated $5.38M added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q2 2018 was Sterneck Capital Management, an estimated $387K sold.
Based on aggregated 13F filings for Q2 2018.