EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
7 hedge funds and large institutions have $24.9M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $25.4M → $24.9M (-$551K)
1.15% less ownership
Funds ownership: 55.69% → 54.54% (-1.1%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$49.7K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$422K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$318K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$29.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $13M | -$422K | -15,463 | -3% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $9.29M | +$49.7K | +1,819 | +0.5% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.79M | – | – | – |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $365K | +$43.3K | +1,584 | +13% |
|
|
BF
5
BOK Financial
Tulsa,
Oklahoma
| $339K | – | – | – |
|
6
Morgan Stanley
New York
| $37K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | -$318K | -11,909 | Closed |
|
|
8
Wells Fargo
San Francisco,
California
| – | -$29.4K | -1,075 | -100% |
|
AAVM Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q4 2021, worth a combined $24.9M — down 2.2% from $25.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AAVM and 0 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 $49.7K. The largest seller was Empirical Finance, cutting an estimated $422K.
- 7 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q4 2021, down from 8 in Q3 2021.
- Funds reported $24.9M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q4 2021, down 2.2% quarter-over-quarter.
- 0 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q4 2021 and 1 closed out, a net change of -1 holder.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q4 2021 was Sterneck Capital Management, an estimated $49.7K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q4 2021 was Empirical Finance, an estimated $422K sold.
Based on aggregated 13F filings for Q4 2021.