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Alpha Architect US Quantitative Momentum ETF

55 hedge funds and large institutions have $151M invested in Alpha Architect US Quantitative Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $162M → $151M (-$11.2M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
26
Baker Boyer National Bank
Washington
$944K
LA
27
Lifeworks Advisors
Michigan
$938K
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$600K
XPN
29
XY Planning Network
Montana
$588K
WIA
30
World Investment Advisors
California
$557K
VWA
31
Visionary Wealth Advisors
Illinois
$555K
LKBC
32
L.K. Benson & Company
Maryland
$540K
MWM
33
Modern Wealth Management
Kansas
$527K
AIP
34
Almanack Investment Partners
Pennsylvania
$425K
Citadel Advisors
35
Citadel Advisors
Florida
$397K
FTS
36
Fifth Third Securities
Ohio
$390K
SWA
37
Stratos Wealth Advisors
Ohio
$390K
AWM
38
Apollon Wealth Management
South Carolina
$335K
GS
39
GWN Securities
Florida
$291K
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$278K
WDL
41
Well Done LLC
Michigan
$260K
IWP
42
Innova Wealth Partners
Pennsylvania
$237K
HI
43
Hudock Inc
Pennsylvania
$211K
UB
44
UMB Bank
Missouri
$106K
Morgan Stanley
45
Morgan Stanley
New York
$78.1K
QCG
46
Quadrant Capital Group
Ohio
$51.1K
MCM
47
MAI Capital Management
Ohio
$44.5K
HI
48
Harbour Investments
Wisconsin
$36.4K
UBS Group
49
UBS Group
Switzerland
$29.5K
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$26.7K