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Alpha Architect International Quantitative Momentum ETF

23 hedge funds and large institutions have $43.9M invested in Alpha Architect International Quantitative Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding

Funds holding: 1923 (+4)

3.4% less ownership

Funds ownership: 63.81%60.41% (-3.4%)

7% less capital invested

Capital invested by funds: $47.4M → $43.9M (-$3.55M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.66M -$766K -30,458 -8%
EF
2
Empirical Finance
Pennsylvania
$9.5M -$10.1M -399,742 -53%
EF
3
Empowered Funds
Pennsylvania
$5.95M -$1.39M -55,456 -20%
VFG
4
Valley Financial Group
Pennsylvania
$3.19M +$3.04M +120,865 New
Jane Street
5
Jane Street
New York
$2.88M +$1.87M +74,240 +213%
KCM
6
Kathmere Capital Management
Pennsylvania
$2.62M +$31.1K +1,238 +1%
SFO
7
Stokes Family Office
Louisiana
$1.91M +$7.72K +307 +0.4%
ODA
8
One Degree Advisors
California
$1.7M +$1.57M +62,611 New
BBNB
9
Baker Boyer National Bank
Washington
$1.64M +$342K +13,587 +28%
PAG
10
Private Advisor Group
New Jersey
$1.3M +$105K +4,180 +9%
CIM
11
Cambria Investment Management
California
$1.02M +$8.02K +319 +0.8%
LPL Financial
12
LPL Financial
California
$599K -$36.3K -1,444 -6%
OMC
13
Old Mission Capital
Illinois
$485K
Betterment LLC
14
Betterment LLC
New York
$389K +$18.8K +747 +5%
WA
15
Waverly Advisors
Alabama
$275K -$173K -6,865 -40%
Citadel Advisors
16
Citadel Advisors
Florida
$251K -$1.41M -56,025 -85%
SWM
17
Seed Wealth Management
Illinois
$238K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$188K -$26.1K -1,039 -13%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$44.1K
UBS Group
20
UBS Group
Switzerland
$24.9K +$23.7K +943 New
NC
21
NewSquare Capital
Pennsylvania
$369 -$1.36K -54 -79%
Morgan Stanley
22
Morgan Stanley
New York
$54 +$50 +2 New
Wells Fargo
23
Wells Fargo
California
$21

IMOM Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Momentum ETF (IMOM) for Q4 2023, worth a combined $43.9M — down 7.5% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IMOM positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.87M. The largest seller was Empirical Finance, cutting an estimated $10.1M.

  • 23 institutional investors held Alpha Architect International Quantitative Momentum ETF (IMOM) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $43.9M of Alpha Architect International Quantitative Momentum ETF stock for Q4 2023, down 7.5% quarter-over-quarter.
  • 4 funds opened new Alpha Architect International Quantitative Momentum ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest Alpha Architect International Quantitative Momentum ETF buyer in Q4 2023 was Jane Street, an estimated $1.87M added.
  • The largest Alpha Architect International Quantitative Momentum ETF seller in Q4 2023 was Empirical Finance, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2023.