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Alpha Architect US Quantitative Momentum ETF
QMOM

Overview Fund Activity

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
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

1
WA
1
Waverly Advisors
Alabama
$7.75M
2
RWP
2
Revolve Wealth Partners
New Jersey
$13.9M
3
SFO
3
Stokes Family Office
Louisiana
$7.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.88M
5
PAG
5
Private Advisor Group
New Jersey
$1.83M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$7.36M
2
EF
2
Empirical Finance
Pennsylvania
$18.9M
3
IA
3
IFP Advisors
Florida
$16K
4
KCM
4
Kathmere Capital Management
Pennsylvania
$4.35M
5
WMS
5
Wealth Management Solutions
Pennsylvania
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$204K +$204K +4,393 New
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$160K +$93.3K +2,009 +139%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$51.6K +$1.16K +25 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$47K +$47K +1,019 New
QCG
30
Quadrant Capital Group
Ohio
$40K – – –
HI
31
Harbour Investments
Wisconsin
$28.5K – – –
IA
32
IFP Advisors
Florida
$16K -$658K -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 +$558 +12 New
Wells Fargo
36
Wells Fargo
California
$15 -$14 – –
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
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