EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
8 hedge funds and large institutions have $10.1M invested in EA Series Trust Alpha Architect Global Factor Equity ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
476% more capital invested
Capital invested by funds: $1.76M → $10.1M (+$8.35M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
39.85% more ownership
Funds ownership: 9.01% → 48.86% (+40%)
33% more funds holding
Funds holding: 6 → 8 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$8.43M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$260K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$113K |
| 4 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$3.41K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$377K |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
-$36.6K |
| 3 |
Morgan Stanley
New York
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $8.28M | +$8.43M | +264,140 | New |
|
|
LA
2
Lifeworks Advisors
Grand Rapids,
Michigan
| $466K | -$377K | -11,807 | -44% |
|
|
VFG
3
Valley Financial Group
Ambler,
Pennsylvania
| $419K | +$479 | +15 | +0.1% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $378K | +$113K | +3,554 | +42% |
|
|
GS
5
GWN Securities
Palm Beach Gardens,
Florida
| $307K | +$3.41K | +107 | +1% |
|
|
IAA
6
Independent Advisor Alliance
Charlotte,
North Carolina
| $255K | +$260K | +8,142 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.57K | +$2.62K | +82 | New |
|
|
8
Morgan Stanley
New York
| $42 | -$32 | -1 | -50% |
|
|
AC
9
AlphaCore Capital
La Jolla,
California
| – | -$36.6K | -1,241 | Closed |
|
AAVM Hedge Fund Activity: Q1 2026 in Review
8 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) for Q1 2026, worth a combined $10.1M — up 476% from $1.76M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AAVM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Empirical Finance, opening a new position worth an estimated $8.43M. The largest seller was Lifeworks Advisors, cutting an estimated $377K.
- 8 institutional investors held EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $10.1M of EA Series Trust Alpha Architect Global Factor Equity ETF stock for Q1 2026, up 476% quarter-over-quarter.
- 3 funds opened new EA Series Trust Alpha Architect Global Factor Equity ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF buyer in Q1 2026 was Empirical Finance, an estimated $8.43M added.
- The largest EA Series Trust Alpha Architect Global Factor Equity ETF seller in Q1 2026 was Lifeworks Advisors, an estimated $377K sold.
Based on aggregated 13F filings for Q1 2026.