EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
8 hedge funds and large institutions have $10.9M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
40% more capital invested
Capital invested by funds: $7.77M → $10.9M (+$3.08M)
20.05% more ownership
Funds ownership: 29.25% → 49.3% (+20%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$2.66M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$155K |
| 3 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$758 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$222K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$153K |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$6.44K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $6.61M | +$155K | +6,155 | +3% |
|
|
LA
2
Lifeworks Advisors
Grand Rapids,
Michigan
| $3.27M | +$2.66M | +105,378 | +593% |
|
|
VFG
3
Valley Financial Group
Ambler,
Pennsylvania
| $591K | +$758 | +30 | +0.1% |
|
|
VCM
4
Vivaldi Capital Management
Chicago,
Illinois
| $242K | -$6.44K | -255 | -3% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $123K | -$153K | -6,038 | -57% |
|
|
6
UBS Group
Zurich,
Switzerland
| $12.7K | -$2.65K | -105 | -18% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $5.3K | – | – | – |
|
8
Morgan Stanley
New York
| $41 | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$222K | -8,946 | Closed |
|
AAVM Hedge Fund Activity: Q3 2024 in Review
8 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q3 2024, worth a combined $10.9M — up 40% from $7.77M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AAVM and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Lifeworks Advisors, adding an estimated $2.66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $222K sold.
- 8 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q3 2024, down from 9 in Q2 2024.
- Funds reported $10.9M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q3 2024, up 40% quarter-over-quarter.
- 0 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q3 2024 was Lifeworks Advisors, an estimated $2.66M added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $222K sold.
Based on aggregated 13F filings for Q3 2024.