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Alpha Architect US Quantitative Momentum ETF

24 hedge funds and large institutions have $68.1M invested in Alpha Architect US Quantitative Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

26% more funds holding

Funds holding: 1924 (+5)

1% less capital invested

Capital invested by funds: $68.9M → $68.1M (-$828K)

11.93% less ownership

Funds ownership: 72.16%60.23% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$25.7M
EF
2
Empowered Funds
Pennsylvania
$12.9M
AIP
3
Almanack Investment Partners
Pennsylvania
$11.2M -$6.55M -114,923 -35%
KCM
4
Kathmere Capital Management
Pennsylvania
$5.67M +$80.4K +1,409 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.31M +$2.77M +48,525 +143%
FEM
6
Fulcrum Equity Management
Texas
$2.28M +$2.48M +43,571 New
CIM
7
Cambria Investment Management
California
$2.21M
GRP
8
Global Retirement Partners
California
$862K +$97.1K +1,702 +12%
DAS
9
Dynamic Advisor Solutions
Arizona
$462K +$504K +8,835 New
RJA
10
Raymond James & Associates
Florida
$397K +$85.5K +1,500 +25%
HI
11
Hudock Inc
Pennsylvania
$346K +$89K +1,560 +31%
CPIG
12
Chicago Partners Investment Group
Illinois
$337K +$343K +6,008 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$326K +$93K +1,630 +35%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$278K -$109K -1,910 -26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$263K +$287K +5,040 New
PPP
16
Private Portfolio Partners
New Jersey
$245K -$13.6K -238 -5%
ACA
17
Aptus Capital Advisors
Alabama
$220K
Osaic Holdings
18
Osaic Holdings
Arizona
$43K +$46.4K +814 New
PFA
19
Professional Financial Advisors
Nebraska
$25K
IA
20
IFP Advisors
Florida
$13K +$15.9K +279 New
SPIA
21
Steward Partners Investment Advisory
New York
$8.1K -$3.82K -67 -30%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$8K +$8.72K +153 New
MA
23
Montag & Associates
Georgia
$1K +$570 +10 New
FAIM
24
Financial Advocates Investment Management
Washington
-$286K -9,927 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$421K -8,044 Closed

QMOM Hedge Fund Activity: Q1 2021 in Review

24 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2021, worth a combined $68.1M — down 1.2% from $68.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QMOM positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.77M. The largest seller was Almanack Investment Partners, cutting an estimated $6.55M.

  • 24 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $68.1M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2021, down 1.2% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2021 and 3 closed out, a net change of +5 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $2.77M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2021 was Almanack Investment Partners, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2021.