EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
8 hedge funds and large institutions have $25.4M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
2.74% more ownership
Funds ownership: 52.95% → 55.69% (+2.7%)
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
1% less capital invested
Capital invested by funds: $25.7M → $25.4M (-$281K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$330K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$233K |
| 3 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$341K |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$28.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $13.4M | -$341K | -12,302 | -2% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $9.2M | +$20.5K | +741 | +0.2% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.78M | -$28.8K | -1,038 | -2% |
|
|
BF
4
BOK Financial
Tulsa,
Oklahoma
| $337K | +$350K | +12,630 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $321K | +$233K | +8,398 | +231% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $318K | +$330K | +11,909 | New |
|
7
Morgan Stanley
New York
| $37K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $29K | – | – | – |
|
AAVM Hedge Fund Activity: Q3 2021 in Review
8 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q3 2021, worth a combined $25.4M — down 1.1% from $25.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AAVM positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $330K. The largest seller was Empirical Finance, cutting an estimated $341K.
- 8 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q3 2021, up from 6 in Q2 2021.
- Funds reported $25.4M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q3 2021, down 1.1% quarter-over-quarter.
- 2 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q3 2021 and 0 closed out, a net change of +2 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q3 2021 was Bank of America, an estimated $330K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q3 2021 was Empirical Finance, an estimated $341K sold.
Based on aggregated 13F filings for Q3 2021.