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Alpha Architect US Quantitative Momentum ETF

59 hedge funds and large institutions have $162M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $132M → $162M (+$30M)

18% more funds holding

Funds holding: 5059 (+9)

2.46% more ownership

Funds ownership: 52.52%54.99% (+2.5%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
26
Advantage Trust Company
Kansas
$912K +$952K +14,215 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$898K +$938K +14,002 New
BFA
28
Brendel Financial Advisors
New Hampshire
$716K -$12.7K -190 -2%
BBNB
29
Baker Boyer National Bank
Washington
$697K +$16.4K +245 +2%
MWM
30
Modern Wealth Management
Kansas
$623K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$597K +$96.9K +1,447 +18%
GRP
32
Global Retirement Partners
California
$583K
AIP
33
Almanack Investment Partners
Pennsylvania
$542K
WIA
34
World Investment Advisors
California
$505K -$48.9K -731 -8%
FTS
35
Fifth Third Securities
Ohio
$421K +$440K +6,570 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$412K +$430K +6,419 New
AAS
37
Avantax Advisory Services
Texas
$405K +$52K +776 +14%
SWA
38
Stratos Wealth Advisors
Ohio
$296K +$1.94K +29 +0.6%
AWM
39
Apollon Wealth Management
South Carolina
$283K +$296K +4,415 New
LKBC
40
L.K. Benson & Company
Maryland
$269K +$281K +4,195 New
AA
41
Ancora Advisors
Ohio
$263K +$275K +4,108 New
WDL
42
Well Done LLC
Michigan
$260K
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$246K
IWP
44
Innova Wealth Partners
Pennsylvania
$244K +$255K +3,809 New
TC
45
TownSquare Capital
Utah
$232K -$11.6K -173 -5%
HI
46
Hudock Inc
Pennsylvania
$228K +$1.14K +17 +0.5%
Morgan Stanley
47
Morgan Stanley
New York
$84.3K +$67 +1 +0.1%
AP
48
Aspect Partners
Virginia
$84.2K +$53.8K +803 +158%
QCG
49
Quadrant Capital Group
Ohio
$55.2K
MCM
50
MAI Capital Management
Ohio
$48.1K +$50.2K +750 New

QMOM Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q4 2024, worth a combined $162M — up 23% from $132M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QMOM positions and 4 closed out — a net gain of 12 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Financial Services, adding an estimated $9.13M. The largest seller was Empowered Funds, cutting an estimated $691K.

  • 59 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $162M of Alpha Architect US Quantitative Momentum ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 16 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q4 2024 was Commonwealth Financial Services, an estimated $9.13M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q4 2024 was Empowered Funds, an estimated $691K sold.

Based on aggregated 13F filings for Q4 2024.