EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
7 hedge funds and large institutions have $18.8M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.2% less ownership
Funds ownership: 53.05% → 47.85% (-5.2%)
17% less capital invested
Capital invested by funds: $22.5M → $18.8M (-$3.75M)
30% less funds holding
Funds holding: 10 → 7 (-3)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$72.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$1.2M |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$936K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$770K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$381K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $10.5M | -$1.2M | -47,004 | -10% |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $6.03M | -$936K | -36,560 | -13% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $2.1M | -$770K | -30,093 | -26% |
|
|
4
UBS Group
Zurich,
Switzerland
| $93.6K | +$72.9K | +2,849 | +287% |
|
5
Morgan Stanley
New York
| $33.8K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | -$4.25K | -166 | -19% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $4.88K | – | – | – |
|
|
BF
8
BOK Financial
Tulsa,
Oklahoma
| – | -$207K | -8,321 | Closed |
|
|
FAIM
9
Financial Advocates Investment Management
Olympia,
Washington
| – | -$381K | -1,619 | Closed |
|
AAVM Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q4 2022, worth a combined $18.8M — down 17% from $22.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AAVM and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $72.9K. The largest seller was Empirical Finance, cutting an estimated $1.2M.
- 7 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q4 2022, down from 10 in Q3 2022.
- Funds reported $18.8M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q4 2022, down 17% quarter-over-quarter.
- 0 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q4 2022 and 3 closed out, a net change of -3 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q4 2022 was UBS Group, an estimated $72.9K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q4 2022 was Empirical Finance, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2022.