EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
8 hedge funds and large institutions have $9.21M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
2.34% less ownership
Funds ownership: 51.71% → 49.38% (-2.3%)
11% less funds holding
Funds holding: 9 → 8 (-1)
16% less capital invested
Capital invested by funds: $10.9M → $9.21M (-$1.7M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$252K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$68.3K |
| 3 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$2.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$936K |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$425K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $5.97M | -$425K | -16,719 | -6% |
|
|
LA
2
Lifeworks Advisors
Grand Rapids,
Michigan
| $1.79M | -$936K | -36,847 | -34% |
|
|
VFG
3
Valley Financial Group
Ambler,
Pennsylvania
| $520K | +$2.95K | +116 | +0.6% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $395K | -$20.1K | -789 | -5% |
|
|
GS
5
GWN Securities
Palm Beach Gardens,
Florida
| $244K | +$252K | +9,932 | New |
|
|
VCM
6
Vivaldi Capital Management
Chicago,
Illinois
| $224K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $66K | +$68.3K | +2,688 | New |
|
8
Morgan Stanley
New York
| $40 | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$307K | -12,077 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$6.66K | -262 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$51 | -2 | Closed |
|
AAVM Hedge Fund Activity: Q1 2025 in Review
8 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q1 2025, worth a combined $9.21M — down 16% from $10.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AAVM and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was GWN Securities, opening a new position worth an estimated $252K. The largest seller was Lifeworks Advisors, cutting an estimated $936K.
- 8 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q1 2025, down from 9 in Q4 2024.
- Funds reported $9.21M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 2 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q1 2025 was GWN Securities, an estimated $252K added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q1 2025 was Lifeworks Advisors, an estimated $936K sold.
Based on aggregated 13F filings for Q1 2025.