Alpha Architect US Quantitative Momentum ETF
QMOM
33 hedge funds and large institutions have $82.5M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
6% less funds holding
Funds holding: 35 → 33 (-2)
7.59% less ownership
Funds ownership: 64.4% → 56.81% (-7.6%)
15% less capital invested
Capital invested by funds: $96.6M → $82.5M (-$14.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$1.44M |
| 2 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$1.15M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.07M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$395K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$246K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$244K |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
26
Quadrant Capital Group
Cincinnati,
Ohio
| $37.1K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $26.4K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $3.15K | +$3.31K | +73 | New |
|
|
MFT
29
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $1.42K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $1.29K | -$14.3K | -315 | -91% |
|
|
WOSD
31
WFA of San Diego
San Diego,
California
| $518 | – | – | – |
|
|
NC
32
NewSquare Capital
Newtown Square,
Pennsylvania
| $345 | -$11.4K | -251 | -97% |
|
33
Morgan Stanley
New York
| $172 | +$181 | +4 | New |
|
34
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
|
DAS
35
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$246K | -5,301 | Closed |
|
|
WDL
36
Well Done LLC
Holland,
Michigan
| – | -$204K | -4,393 | Closed |
|
QMOM Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2023, worth a combined $82.5M — down 15% from $96.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QMOM positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Revolve Wealth Partners, adding an estimated $1.44M. The largest seller was Empowered Funds, cutting an estimated $1.92M.
- 33 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2023, down from 35 in Q2 2023.
- Funds reported $82.5M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 3 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2023 was Revolve Wealth Partners, an estimated $1.44M added.
- The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2023 was Empowered Funds, an estimated $1.92M sold.
Based on aggregated 13F filings for Q3 2023.