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Alpha Architect US Quantitative Momentum ETF

70 hedge funds and large institutions have $218M invested in Alpha Architect US Quantitative Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $191M → $218M (+$27M)

1.97% more ownership

Funds ownership: 55.81%57.79% (+2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 7170 (-1)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
10
Increased
22
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$270K -$65.4K -939 -19%
SWA
52
Stratos Wealth Advisors
Ohio
$253K +$7.38K +106 +3%
RFW
53
Redwood Family Wealth
Texas
$252K
HI
54
Hudock Inc
Pennsylvania
$243K
FF
55
Foundry Financial
California
$220K -$88.3K -1,268 -28%
PFA
56
Professional Financial Advisors
Nebraska
$220K
Morgan Stanley
57
Morgan Stanley
New York
$153K +$64.7K +930 +71%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K +$17.4K +250 +19%
QCG
59
Quadrant Capital Group
Ohio
$58.7K
PA
60
Parallel Advisors
California
$57.9K +$59K +847 New
MCM
61
MAI Capital Management
Ohio
$51.2K
PTC
62
Private Trust Company
Ohio
$37.8K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$30.7K
JP Morgan Chase
64
JP Morgan Chase
New York
$30.4K -$974 -14 -3%
Wells Fargo
65
Wells Fargo
California
$13.3K +$13.6K +195 New
FFA
66
Farther Finance Advisors
California
$12.6K
AssetMark Inc
67
AssetMark Inc
California
$7.79K +$7.93K +114 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$4.73K +$4.04K +58 +527%
GWSA
69
Global Wealth Strategies & Associates
Colorado
$1.57K -$209 -3 -12%
IA
70
IFP Advisors
Florida
$888 -$139 -2 -13%
LA
71
Lifeworks Advisors
Michigan
-$318K -4,873 Closed
Citigroup
72
Citigroup
New York
-$284K -4,347 Closed
EH
73
Equitable Holdings
New York
-$281K -4,297 Closed
OC
74
Opal Capital
Florida
-$300K -4,219 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$214K -3,280 Closed