EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
8 hedge funds and large institutions have $7.51M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more funds holding
Funds holding: 5 → 8 (+3)
17.29% less ownership
Funds ownership: 42.11% → 24.82% (-17%)
49% less capital invested
Capital invested by funds: $14.8M → $7.51M (-$7.26M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$211K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$47.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$4.21M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$4M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$998K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $5.46M | -$4M | -177,580 | -43% |
|
|
2
Morgan Stanley
New York
| $1.03M | +$1M | +44,440 | New |
|
|
VFG
3
Valley Financial Group
Ambler,
Pennsylvania
| $494K | +$479K | +21,252 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $240K | -$53.9K | -2,393 | -19% |
|
|
VCM
5
Vivaldi Capital Management
Chicago,
Illinois
| $223K | +$211K | +9,367 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $48.9K | +$47.4K | +2,105 | New |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $4.65K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1.84K | +$1.78K | +79 | New |
|
|
SCM
9
Sterneck Capital Management
Kansas City,
Missouri
| – | -$4.21M | -187,150 | Closed |
|
|
CIM
10
Cambria Investment Management
Manhattan Beach,
California
| – | -$998K | -44,416 | Closed |
|
AAVM Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q4 2023, worth a combined $7.51M — down 49% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AAVM positions and 2 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1M. The largest seller was Sterneck Capital Management, exiting entirely with an estimated $4.21M sold.
- 8 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $7.51M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q4 2023, down 49% quarter-over-quarter.
- 5 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1M added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q4 2023 was Sterneck Capital Management, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2023.