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Alpha Architect International Quantitative Momentum ETF

20 hedge funds and large institutions have $43.9M invested in Alpha Architect International Quantitative Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $40.6M → $43.9M (+$3.33M)

1.94% more ownership

Funds ownership: 51%52.94% (+1.9%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.1M +$127K +4,547 +1%
EF
2
Empirical Finance
Pennsylvania
$9.2M
VFG
3
Valley Financial Group
Pennsylvania
$4.53M +$514K +18,388 +13%
EF
4
Empowered Funds
Pennsylvania
$4.24M +$202K +7,220 +5%
KCM
5
Kathmere Capital Management
Pennsylvania
$3.21M +$95.8K +3,424 +3%
SFO
6
Stokes Family Office
Louisiana
$2.54M +$129K +4,604 +6%
BBNB
7
Baker Boyer National Bank
Washington
$2.14M -$22.9K -818 -1%
ODA
8
One Degree Advisors
California
$1.92M +$68.2K +2,438 +4%
LA
9
Lifeworks Advisors
Michigan
$1.34M +$1.3M +46,428 New
CIM
10
Cambria Investment Management
California
$1.2M +$58.2K +2,082 +5%
Jane Street
11
Jane Street
New York
$317K -$199K -7,124 -39%
LPL Financial
12
LPL Financial
California
$290K -$382K -13,673 -58%
Betterment LLC
13
Betterment LLC
New York
$260K -$87.7K -3,137 -26%
SWM
14
Seed Wealth Management
Illinois
$240K -$14K -500 -6%
AAS
15
Avantax Advisory Services
Texas
$201K +$195K +6,982 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$89K -$177K -6,338 -67%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$47.7K
AP
18
Aspect Partners
Virginia
$6.63K +$2.66K +95 +70%
Morgan Stanley
19
Morgan Stanley
New York
$39
Wells Fargo
20
Wells Fargo
California
$23
EFG
21
Ethos Financial Group
Pennsylvania
-$239K -8,650 Closed
UBS Group
22
UBS Group
Switzerland
-$4.31K -156 Closed

IMOM Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect International Quantitative Momentum ETF (IMOM) for Q3 2024, worth a combined $43.9M — up 8.2% from $40.6M a quarter earlier.

Fund positioning in IMOM was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Lifeworks Advisors, opening a new position worth an estimated $1.3M. The largest seller was LPL Financial, cutting an estimated $382K.

  • 20 institutional investors held Alpha Architect International Quantitative Momentum ETF (IMOM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $43.9M of Alpha Architect International Quantitative Momentum ETF stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 2 funds opened new Alpha Architect International Quantitative Momentum ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Alpha Architect International Quantitative Momentum ETF buyer in Q3 2024 was Lifeworks Advisors, an estimated $1.3M added.
  • The largest Alpha Architect International Quantitative Momentum ETF seller in Q3 2024 was LPL Financial, an estimated $382K sold.

Based on aggregated 13F filings for Q3 2024.