EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
9 hedge funds and large institutions have $10.9M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
2.41% more ownership
Funds ownership: 49.3% → 51.71% (+2.4%)
1% more capital invested
Capital invested by funds: $10.9M → $10.9M (+$57K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$327K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$284K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.98K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$53 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$356K |
| 2 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
-$33.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.7K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$5.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $6.61M | +$284K | +10,661 | +4% |
|
|
LA
2
Lifeworks Advisors
Grand Rapids,
Michigan
| $2.79M | -$356K | -13,362 | -11% |
|
|
VFG
3
Valley Financial Group
Ambler,
Pennsylvania
| $535K | -$33.1K | -1,241 | -6% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $429K | +$327K | +12,277 | +266% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $307K | +$322K | +12,077 | New |
|
|
VCM
6
Vivaldi Capital Management
Chicago,
Illinois
| $235K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $6.66K | +$6.98K | +262 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $51 | +$53 | +2 | New |
|
9
Morgan Stanley
New York
| $42 | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$12.7K | -479 | Closed |
|
|
AF
11
Advisornet Financial
Minnetonka,
Minnesota
| – | -$5.3K | -200 | Closed |
|
AAVM Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q4 2024, worth a combined $10.9M — up 0.53% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AAVM positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $327K. The largest seller was Lifeworks Advisors, cutting an estimated $356K.
- 9 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $10.9M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q4 2024, up 0.53% quarter-over-quarter.
- 3 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $327K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q4 2024 was Lifeworks Advisors, an estimated $356K sold.
Based on aggregated 13F filings for Q4 2024.