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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

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.53% less ownership

Funds ownership: 54.99%50.46% (-4.5%)

7% less funds holding

Funds holding: 5955 (-4)

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
-4
Holders Change %
-6.78%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
27
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
26
Baker Boyer National Bank
Washington
$944K +$320K +5,026 +46%
LA
27
Lifeworks Advisors
Michigan
$938K -$779K -12,239 -44%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$600K +$49.9K +784 +8%
XPN
29
XY Planning Network
Montana
$588K +$631K +9,904 New
WIA
30
World Investment Advisors
California
$557K +$94.9K +1,490 +19%
VWA
31
Visionary Wealth Advisors
Illinois
$555K -$331K -5,190 -36%
LKBC
32
L.K. Benson & Company
Maryland
$540K +$312K +4,899 +117%
MWM
33
Modern Wealth Management
Kansas
$527K -$54.3K -852 -9%
AIP
34
Almanack Investment Partners
Pennsylvania
$425K -$82.5K -1,296 -15%
Citadel Advisors
35
Citadel Advisors
Florida
$397K +$426K +6,687 New
FTS
36
Fifth Third Securities
Ohio
$390K
SWA
37
Stratos Wealth Advisors
Ohio
$390K +$125K +1,955 +42%
AWM
38
Apollon Wealth Management
South Carolina
$335K +$78.3K +1,230 +28%
GS
39
GWN Securities
Florida
$291K +$312K +4,903 New
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$278K +$54.6K +858 +22%
WDL
41
Well Done LLC
Michigan
$260K
IWP
42
Innova Wealth Partners
Pennsylvania
$237K +$11.8K +185 +5%
HI
43
Hudock Inc
Pennsylvania
$211K
UB
44
UMB Bank
Missouri
$106K +$114K +1,785 New
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 +$31.7K +497 New
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$26.7K

QMOM Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2025, worth a combined $151M — down 6.9% from $162M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QMOM and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $4.46M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.09M sold.

  • 55 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2025, down from 59 in Q4 2024.
  • Funds reported $151M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2025, down 6.9% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2025 and 9 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2025 was LPL Financial, an estimated $4.46M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2025 was Empowered Funds, an estimated $7.09M sold.

Based on aggregated 13F filings for Q1 2025.