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Alpha Architect International Quantitative Momentum ETF

20 hedge funds and large institutions have $40.6M invested in Alpha Architect International Quantitative Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.97% less ownership

Funds ownership: 54.98%51% (-4%)

13% less funds holding

Funds holding: 2320 (-3)

15% less capital invested

Capital invested by funds: $47.8M → $40.6M (-$7.2M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.5M -$422K -15,050 -3%
EF
2
Empirical Finance
Pennsylvania
$8.82M -$35K -1,247 -0.4%
EF
3
Empowered Funds
Pennsylvania
$3.87M +$3.96K +141 +0.1%
VFG
4
Valley Financial Group
Pennsylvania
$3.84M +$278K +9,907 +8%
KCM
5
Kathmere Capital Management
Pennsylvania
$2.98M +$205K +7,306 +7%
SFO
6
Stokes Family Office
Louisiana
$2.31M +$141K +5,009 +6%
BBNB
7
Baker Boyer National Bank
Washington
$2.07M +$184K +6,556 +10%
ODA
8
One Degree Advisors
California
$1.78M +$48.3K +1,720 +3%
CIM
9
Cambria Investment Management
California
$1.09M +$58.4K +2,082 +6%
LPL Financial
10
LPL Financial
California
$656K -$78.2K -2,789 -11%
Jane Street
11
Jane Street
New York
$501K -$119K -4,229 -19%
Betterment LLC
12
Betterment LLC
New York
$336K -$27.8K -990 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$261K -$24.8K -884 -9%
SWM
14
Seed Wealth Management
Illinois
$244K -$8.42K -300 -3%
EFG
15
Ethos Financial Group
Pennsylvania
$239K -$146K -5,208 -38%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$46.7K
UBS Group
17
UBS Group
Switzerland
$4.31K +$2.69K +96 +160%
AP
18
Aspect Partners
Virginia
$3.73K +$3.79K +135 New
Morgan Stanley
19
Morgan Stanley
New York
$33
Wells Fargo
20
Wells Fargo
California
$22
OMC
21
Old Mission Capital
Illinois
-$2.65M -90,719 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.22M -41,812 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$1.14M -39,134 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$554 -19 Closed

IMOM Hedge Fund Activity: Q2 2024 in Review

20 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Momentum ETF (IMOM) for Q2 2024, worth a combined $40.6M — down 15% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IMOM and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Valley Financial Group, adding an estimated $278K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.65M sold.

  • 20 institutional investors held Alpha Architect International Quantitative Momentum ETF (IMOM) as of Q2 2024, down from 23 in Q1 2024.
  • Funds reported $40.6M of Alpha Architect International Quantitative Momentum ETF stock for Q2 2024, down 15% quarter-over-quarter.
  • 1 fund opened new Alpha Architect International Quantitative Momentum ETF positions in Q2 2024 and 4 closed out, a net change of -3 holders.
  • The largest Alpha Architect International Quantitative Momentum ETF buyer in Q2 2024 was Valley Financial Group, an estimated $278K added.
  • The largest Alpha Architect International Quantitative Momentum ETF seller in Q2 2024 was Old Mission Capital, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2024.