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Alpha Architect US Quantitative Momentum ETF
QMOM

35 hedge funds and large institutions have $96.6M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

26% more capital invested

Capital invested by funds: $76.6M → $96.6M (+$20M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5.54% more ownership

Funds ownership: 58.85% → 64.4% (+5.5%)

3% more funds holding

Funds holding: 34 → 35 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
15
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$7.42M
2
RWP
Revolve Wealth Partners
New Jersey
+$4.78M
3
SFO
Stokes Family Office
Louisiana
+$1.71M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.14M
5
PAG
Private Advisor Group
New Jersey
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$4.31M
2
EF
Empirical Finance
Pennsylvania
-$2.14M
3
IA
IFP Advisors
Florida
-$631K
4
KCM
Kathmere Capital Management
Pennsylvania
-$302K
5
WMS
Wealth Management Solutions
Pennsylvania
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
26
Well Done LLC
Michigan
$204K +$195K +4,393 New
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$160K +$89.4K +2,009 +139%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$51.6K +$1.11K +25 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$47K +$45.3K +1,019 New
QCG
30
Quadrant Capital Group
Ohio
$40K – – –
HI
31
Harbour Investments
Wisconsin
$28.5K – – –
IA
32
IFP Advisors
Florida
$16K -$631K -14,173 -98%
NC
33
NewSquare Capital
Pennsylvania
$12K – – –
MFT
34
Moisand Fitzgerald Tamayo
Florida
$1.53K – – –
WOSD
35
WFA of San Diego
California
$558 +$534 +12 New
Wells Fargo
36
Wells Fargo
California
$15 – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
– -$338 -7,518 Closed
CPIG
38
Chicago Partners Investment Group
Illinois
– -$214K -4,749 Closed
BAM
39
Belpointe Asset Management
Nevada
– -$2.98K -66 Closed
Morgan Stanley
40
Morgan Stanley
New York
– -$2.34K -52 Closed
1
2

QMOM Hedge Fund Activity: Q2 2023 in Review

35 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2023, worth a combined $96.6M — up 26% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QMOM positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $7.42M. The largest seller was Empowered Funds, cutting an estimated $4.31M.

  • 35 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2023, up from 34 in Q1 2023.
  • Funds reported $96.6M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2023, up 26% quarter-over-quarter.
  • 5 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2023 and 4 closed out, a net change of +1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2023 was Waverly Advisors, an estimated $7.42M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2023 was Empowered Funds, an estimated $4.31M sold.

Based on aggregated 13F filings for Q2 2023.