EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
10 hedge funds and large institutions have $22.5M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $21.6M → $22.5M (+$893K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.28% less ownership
Funds ownership: 55.33% → 53.05% (-2.3%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$903K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$39.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$362K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$323K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$287K |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$276K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$94.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $11.9M | -$362K | -14,902 | -3% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $7.07M | -$276K | -11,342 | -4% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $2.9M | +$903K | +37,164 | +47% |
|
|
FAIM
4
Financial Advocates Investment Management
Olympia,
Washington
| $381K | +$39.3K | +1,619 | New |
|
|
BF
5
BOK Financial
Tulsa,
Oklahoma
| $207K | -$94.5K | -3,888 | -32% |
|
6
Morgan Stanley
New York
| $35K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $25K | +$13.2K | +544 | +122% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $22K | -$287K | -11,815 | -93% |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $5K | – | – | – |
|
|
10
Ameriprise
Minneapolis,
Minnesota
| – | -$323K | -13,530 | Closed |
|
AAVM Hedge Fund Activity: Q3 2022 in Review
10 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q3 2022, worth a combined $22.5M — up 4.1% from $21.6M a quarter earlier.
Fund positioning in AAVM was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $903K. The largest seller was Empirical Finance, cutting an estimated $362K.
- 10 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $22.5M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q3 2022, up 4.1% quarter-over-quarter.
- 1 fund opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q3 2022 was Cambria Investment Management, an estimated $903K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q3 2022 was Empirical Finance, an estimated $362K sold.
Based on aggregated 13F filings for Q3 2022.