Alpha Architect US Quantitative Momentum ETF
QMOM
12 hedge funds and large institutions have $89M invested in Alpha Architect US Quantitative Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
8% more capital invested
Capital invested by funds: $82.3M → $89M (+$6.67M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
67.87% less ownership
Funds ownership: 172.85% → 104.97% (-68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$838K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$205K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$24.2K |
| 4 |
AOWM
Alpha Omega Wealth Management
Richmond,
Virginia
|
+$8.61K |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$4.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$351K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$147K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$143K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$65.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $50.1M | -$143K | -4,392 | -0.3% |
|
|
EF
2
Empowered Funds
Havertown,
Pennsylvania
| $35.2M | -$2.13M | -65,625 | -6% |
|
|
RJA
3
Raymond James & Associates
St Petersburg,
Florida
| $1.09M | -$65.5K | -2,016 | -6% |
|
|
4
Jane Street
New York
| $876K | +$838K | +25,776 | New |
|
5
Brown Advisory
Baltimore,
Maryland
| $824K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $539K | +$205K | +6,300 | +66% |
|
|
MA
7
Menlo Advisors
Menlo Park,
California
| $269K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $68K | -$147K | -4,525 | -69% |
|
|
AOWM
9
Alpha Omega Wealth Management
Richmond,
Virginia
| $25K | +$8.61K | +265 | +55% |
|
|
JFA
10
JNBA Financial Advisors
Bloomington,
Minnesota
| $25K | +$24.2K | +745 | New |
|
|
LYV
11
Live Your Vision
West Conshohocken,
Pennsylvania
| $5K | +$4.88K | +150 | New |
|
|
AG
12
Advisor Group
Phoenix,
Arizona
| $1K | -$877 | -27 | -60% |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$351K | -11,442 | Closed |
|
QMOM Hedge Fund Activity: Q3 2018 in Review
12 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2018, worth a combined $89M — up 8.1% from $82.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QMOM positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $838K. The largest seller was Empowered Funds, cutting an estimated $2.13M.
- 12 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2018, up from 10 in Q2 2018.
- Funds reported $89M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2018, up 8.1% quarter-over-quarter.
- 3 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2018 and 1 closed out, a net change of +2 holders.
- The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2018 was Jane Street, an estimated $838K added.
- The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2018 was Empowered Funds, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2018.