EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
10 hedge funds and large institutions have $26.4M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
3% more capital invested
Capital invested by funds: $25.8M → $26.4M (+$663K)
0.89% more ownership
Funds ownership: 54.78% → 55.67% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$331K |
| 2 |
M&T Bank
Buffalo,
New York
|
+$307K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$23.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$347K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$26.1K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$2K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $14.8M | – | – | – |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $8.92M | +$331K | +12,076 | +4% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.75M | – | – | – |
|
|
BF
4
BOK Financial
Tulsa,
Oklahoma
| $342K | – | – | – |
|
|
5
M&T Bank
Buffalo,
New York
| $303K | +$307K | +11,200 | New |
|
|
FAIM
6
Financial Advocates Investment Management
Olympia,
Washington
| $217K | +$23.6K | +861 | +12% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | -$347K | -12,658 | -85% |
|
|
8
UBS Group
Zurich,
Switzerland
| $38K | -$26.1K | -951 | -41% |
|
9
Morgan Stanley
New York
| $38K | – | – | – |
|
|
ACA
10
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$2K | -101 | Closed |
|
|
KCM
11
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$1K | -32 | Closed |
|
AAVM Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q1 2021, worth a combined $26.4M — up 2.6% from $25.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AAVM and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Sterneck Capital Management, adding an estimated $331K. The largest seller was Royal Bank of Canada, cutting an estimated $347K.
- 10 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q1 2021, down from 11 in Q4 2020.
- Funds reported $26.4M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q1 2021, up 2.6% quarter-over-quarter.
- 1 fund opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q1 2021 and 2 closed out, a net change of -1 holder.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q1 2021 was Sterneck Capital Management, an estimated $331K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $347K sold.
Based on aggregated 13F filings for Q1 2021.