Alpha Architect US Quantitative Momentum ETF
QMOM
11 hedge funds and large institutions have $72.8M invested in Alpha Architect US Quantitative Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
15% more capital invested
Capital invested by funds: $63.4M → $72.8M (+$9.41M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.81% less ownership
Funds ownership: 104.7% → 102.9% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$4.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$413K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$328K |
| 4 |
MA
Menlo Advisors
Menlo Park,
California
|
+$274K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.46M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$867K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$48.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $42.8M | +$4.34M | +153,488 | +12% |
|
|
EF
2
Empowered Funds
Havertown,
Pennsylvania
| $27.8M | +$328K | +11,577 | +1% |
|
3
Brown Advisory
Baltimore,
Maryland
| $715K | – | – | – |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $666K | +$24K | +848 | +4% |
|
|
5
Citadel Advisors
Miami,
Florida
| $431K | +$413K | +14,602 | New |
|
|
MA
6
Menlo Advisors
Menlo Park,
California
| $285K | +$274K | +9,682 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $50K | -$48.5K | -1,713 | -50% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $12K | +$11.9K | +419 | New |
|
|
AOWM
9
Alpha Omega Wealth Management
Richmond,
Virginia
| $11K | +$2.83K | +100 | +38% |
|
|
LYV
10
Live Your Vision
West Conshohocken,
Pennsylvania
| $4K | +$4.25K | +150 | New |
|
|
11
Jane Street
New York
| – | -$2.54M | -100,590 | Closed |
|
|
RJA
12
Raymond James & Associates
St Petersburg,
Florida
| – | -$2.46M | -97,519 | Closed |
|
|
13
CIBC World Market
Toronto,
Ontario, Canada
| – | -$867K | -34,383 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
QMOM Hedge Fund Activity: Q1 2019 in Review
11 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2019, worth a combined $72.8M — up 15% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QMOM positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Empirical Finance, adding an estimated $4.34M. The largest seller was Jane Street, exiting entirely with an estimated $2.54M sold.
- 11 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2019, up from 9 in Q4 2018.
- Funds reported $72.8M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 5 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2019 and 3 closed out, a net change of +2 holders.
- The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2019 was Empirical Finance, an estimated $4.34M added.
- The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2019 was Jane Street, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2019.