EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
11 hedge funds and large institutions have $25.8M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.02% less ownership
Funds ownership: 58.8% → 54.78% (-4%)
12% less capital invested
Capital invested by funds: $29.2M → $25.8M (-$3.48M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$231K |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$53.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$5.2M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$690K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$149K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$46.4K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$15.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $14.8M | -$5.2M | -211,830 | -27% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $8.29M | +$53.1K | +2,163 | +0.7% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.69M | -$149K | -6,048 | -9% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $390K | +$231K | +9,419 | +171% |
|
|
BF
5
BOK Financial
Tulsa,
Oklahoma
| $330K | – | – | – |
|
|
FAIM
6
Financial Advocates Investment Management
Olympia,
Washington
| $219K | -$690K | -28,096 | -80% |
|
|
7
UBS Group
Zurich,
Switzerland
| $61K | -$46.4K | -1,888 | -45% |
|
8
Morgan Stanley
New York
| $36K | – | – | – |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $2K | -$15.9K | -649 | -87% |
|
|
KCM
10
Kathmere Capital Management
Wayne,
Pennsylvania
| $1K | – | – | – |
|
AAVM Hedge Fund Activity: Q4 2020 in Review
11 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q4 2020, worth a combined $25.8M — down 12% from $29.2M a quarter earlier.
Fund positioning in AAVM was balanced in Q4 2020: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $231K. The largest seller was Empirical Finance, cutting an estimated $5.2M.
- 11 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $25.8M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q4 2020, down 12% quarter-over-quarter.
- 0 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q4 2020 and 0 closed out.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $231K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q4 2020 was Empirical Finance, an estimated $5.2M sold.
Based on aggregated 13F filings for Q4 2020.