EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
10 hedge funds and large institutions have $21.6M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
1.48% more ownership
Funds ownership: 53.85% → 55.33% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $23.5M → $21.6M (-$1.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$339K |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$283K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$267K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$172K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$5.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$1.12M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$10.6K |
| 3 |
Morgan Stanley
New York
|
-$2.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $11.8M | +$283K | +11,284 | +2% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $7.04M | -$1.12M | -44,648 | -13% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.89M | +$267K | +10,622 | +15% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $323K | +$339K | +13,530 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $302K | +$172K | +6,873 | +118% |
|
|
BF
6
BOK Financial
Tulsa,
Oklahoma
| $292K | -$10.6K | -421 | -3% |
|
|
7
Morgan Stanley
New York
| $33K | -$2.38K | -95 | -6% |
|
8
UBS Group
Zurich,
Switzerland
| $11K | +$1.58K | +63 | +16% |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $5K | +$5.02K | +200 | New |
|
AAVM Hedge Fund Activity: Q2 2022 in Review
10 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q2 2022, worth a combined $21.6M — down 7.9% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AAVM positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $339K. The largest seller was Sterneck Capital Management, cutting an estimated $1.12M.
- 10 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q2 2022, up from 8 in Q1 2022.
- Funds reported $21.6M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q2 2022, down 7.9% quarter-over-quarter.
- 2 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q2 2022 and 0 closed out, a net change of +2 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q2 2022 was Ameriprise, an estimated $339K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q2 2022 was Sterneck Capital Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2022.