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Alpha Architect US Quantitative Momentum ETF

25 hedge funds and large institutions have $41.5M invested in Alpha Architect US Quantitative Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

4% more funds holding

Funds holding: 2425 (+1)

15.91% less ownership

Funds ownership: 60.23%44.31% (-16%)

39% less capital invested

Capital invested by funds: $68.1M → $41.5M (-$26.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$17.1M -$7.96M -157,998 -32%
EF
2
Empowered Funds
Pennsylvania
$10.2M -$2.41M -47,809 -19%
KCM
3
Kathmere Capital Management
Pennsylvania
$5.8M +$224K +4,438 +4%
CIM
4
Cambria Investment Management
California
$2.23M +$63.7K +1,264 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$943K -$3.23M -64,078 -78%
GRP
6
Global Retirement Partners
California
$871K +$23.2K +461 +3%
DAS
7
Dynamic Advisor Solutions
Arizona
$656K +$198K +3,935 +45%
BBNB
8
Baker Boyer National Bank
Washington
$467K +$553K +10,982 New
PPP
9
Private Portfolio Partners
New Jersey
$455K +$210K +4,172 +89%
AIP
10
Almanack Investment Partners
Pennsylvania
$413K -$10.4M -205,870 -96%
Citadel Advisors
11
Citadel Advisors
Florida
$410K +$402K +7,983 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$352K +$30.6K +607 +10%
HI
13
Hudock Inc
Pennsylvania
$317K -$22.7K -450 -7%
CPIG
14
Chicago Partners Investment Group
Illinois
$298K +$4.99K +99 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$295K +$21.4K +425 +8%
ACA
16
Aptus Capital Advisors
Alabama
$216K
RJA
17
Raymond James & Associates
Florida
$211K -$176K -3,500 -46%
Goldman Sachs
18
Goldman Sachs
New York
$205K +$202K +4,000 New
IA
19
IFP Advisors
Florida
$28K +$17.4K +345 +124%
PFA
20
Professional Financial Advisors
Nebraska
$24K
UBS Group
21
UBS Group
Switzerland
$24K +$23.4K +464 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$8K
SPIA
23
Steward Partners Investment Advisory
New York
$6K -$1.51K -30 -19%
MA
24
Montag & Associates
Georgia
$1K
FEM
25
Fulcrum Equity Management
Texas
-$2.28M -43,571 Closed

QMOM Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2021, worth a combined $41.5M — down 39% from $68.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QMOM positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $402K. The largest seller was Almanack Investment Partners, cutting an estimated $10.4M.

  • 25 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $41.5M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2021, down 39% quarter-over-quarter.
  • 4 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2021 and 3 closed out, a net change of +1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2021 was Citadel Advisors, an estimated $402K added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2021 was Almanack Investment Partners, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2021.