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Alpha Architect US Quantitative Momentum ETF

50 hedge funds and large institutions have $132M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$543K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$505K +$505K +7,870 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$482K +$482K +7,502 New
AAS
29
Avantax Advisory Services
Texas
$356K +$44.9K +700 +14%
SWA
30
Stratos Wealth Advisors
Ohio
$294K +$294K +4,582 New
WDL
31
Well Done LLC
Michigan
$260K
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$251K
TC
33
TownSquare Capital
Utah
$244K +$244K +3,795 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$229K -$208K -3,240 -48%
HI
35
Hudock Inc
Pennsylvania
$227K
Morgan Stanley
36
Morgan Stanley
New York
$84.3K +$84.3K +1,313 New
QCG
37
Quadrant Capital Group
Ohio
$55.2K
HI
38
Harbour Investments
Wisconsin
$39.3K
AP
39
Aspect Partners
Virginia
$32.7K +$257 +4 +0.8%
VAMG
40
Voisard Asset Management Group
Michigan
$30.5K +$30.5K +475 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$28.9K
NCM
42
Northwest Capital Management
Oregon
$13.8K
IA
43
IFP Advisors
Florida
$6.29K -$50.1K -780 -89%
Bank of America
44
Bank of America
North Carolina
$5.52K -$5.65K -88 -51%
DRS
45
Deane Retirement Strategies
Louisiana
$3.15K +$3.15K +49 New
AWM
46
Avior Wealth Management
Nebraska
$2.18K
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +32 New
WOSD
48
WFA of San Diego
California
$1.48K
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$287
Wells Fargo
50
Wells Fargo
California
$34