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Alpha Architect International Quantitative Momentum ETF

19 hedge funds and large institutions have $47.4M invested in Alpha Architect International Quantitative Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

21% less funds holding

Funds holding: 2419 (-5)

23.54% less ownership

Funds ownership: 87.35%63.81% (-24%)

32% less capital invested

Capital invested by funds: $69.4M → $47.4M (-$22M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$18.6M -$186K -7,301 -1%
RJA
2
Raymond James & Associates
Florida
$9.73M +$256K +10,077 +3%
EF
3
Empowered Funds
Pennsylvania
$6.89M -$5.08M -199,962 -42%
KCM
4
Kathmere Capital Management
Pennsylvania
$2.41M +$136K +5,357 +6%
SFO
5
Stokes Family Office
Louisiana
$1.77M +$312K +12,265 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$1.61M +$350K +13,762 +27%
BBNB
7
Baker Boyer National Bank
Washington
$1.19M +$8.34K +328 +0.7%
PAG
8
Private Advisor Group
New Jersey
$1.1M +$239K +9,412 +26%
CIM
9
Cambria Investment Management
California
$944K +$26.4K +1,040 +3%
Jane Street
10
Jane Street
New York
$853K -$2.43M -95,434 -73%
LPL Financial
11
LPL Financial
California
$593K +$52.6K +2,070 +9%
OMC
12
Old Mission Capital
Illinois
$451K
WA
13
Waverly Advisors
Alabama
$424K -$7.22K -284 -2%
Betterment LLC
14
Betterment LLC
New York
$344K +$7.09K +279 +2%
SWM
15
Seed Wealth Management
Illinois
$224K +$232K +9,120 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$201K +$1.3K +51 +0.6%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$41.1K
NC
18
NewSquare Capital
Pennsylvania
$1.67K -$17.3K -679 -91%
Wells Fargo
19
Wells Fargo
California
$15
MWP
20
Meredith Wealth Planning
Illinois
-$268K -10,375 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$201K -7,790 Closed
UBS Group
22
UBS Group
Switzerland
-$1.26K -49 Closed

IMOM Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Momentum ETF (IMOM) for Q3 2023, worth a combined $47.4M — down 32% from $69.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IMOM and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, adding an estimated $350K. The largest seller was Empowered Funds, cutting an estimated $5.08M.

  • 19 institutional investors held Alpha Architect International Quantitative Momentum ETF (IMOM) as of Q3 2023, down from 24 in Q2 2023.
  • Funds reported $47.4M of Alpha Architect International Quantitative Momentum ETF stock for Q3 2023, down 32% quarter-over-quarter.
  • 1 fund opened new Alpha Architect International Quantitative Momentum ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
  • The largest Alpha Architect International Quantitative Momentum ETF buyer in Q3 2023 was Citadel Advisors, an estimated $350K added.
  • The largest Alpha Architect International Quantitative Momentum ETF seller in Q3 2023 was Empowered Funds, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2023.