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Alpha Architect US Quantitative Momentum ETF

21 hedge funds and large institutions have $45M invested in Alpha Architect US Quantitative Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.42% more ownership

Funds ownership: 44.31%52.73% (+8.4%)

8% more capital invested

Capital invested by funds: $41.5M → $45M (+$3.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

16% less funds holding

Funds holding: 2521 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$21.9M +$5.59M +112,009 +34%
EF
2
Empowered Funds
Pennsylvania
$9.24M -$573K -11,480 -6%
KCM
3
Kathmere Capital Management
Pennsylvania
$5.85M +$288K +5,780 +5%
CIM
4
Cambria Investment Management
California
$2.08M -$63.8K -1,279 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.1M +$201K +4,021 +22%
GRP
6
Global Retirement Partners
California
$857K +$21.2K +424 +3%
SHWM
7
Silicon Hills Wealth Management
Texas
$774K +$784K +15,703 New
DAS
8
Dynamic Advisor Solutions
Arizona
$694K +$65.4K +1,311 +10%
PPP
9
Private Portfolio Partners
New Jersey
$515K +$79.4K +1,591 +18%
AIP
10
Almanack Investment Partners
Pennsylvania
$383K -$14.2K -285 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$377K +$94.3K +1,889 +33%
CPIG
12
Chicago Partners Investment Group
Illinois
$309K -$26.6K -533 -9%
Citadel Advisors
13
Citadel Advisors
Florida
$288K -$107K -2,146 -27%
HI
14
Hudock Inc
Pennsylvania
$285K -$20K -400 -6%
BAM
15
Belpointe Asset Management
Nevada
$266K +$270K +5,408 New
IA
16
IFP Advisors
Florida
$39K -$599 -12 -2%
PFA
17
Professional Financial Advisors
Nebraska
$23K
SPIA
18
Steward Partners Investment Advisory
New York
$6K
MFT
19
Moisand Fitzgerald Tamayo
Florida
$2K -$5.99K -120 -78%
RJFSA
20
Raymond James Financial Services Advisors
Florida
-$352K -6,846 Closed
ACA
21
Aptus Capital Advisors
Alabama
-$216K -4,207 Closed
RJA
22
Raymond James & Associates
Florida
-$211K -4,100 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$205K -4,000 Closed
UBS Group
24
UBS Group
Switzerland
-$24K -464 Closed

QMOM Hedge Fund Activity: Q3 2021 in Review

21 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2021, worth a combined $45M — up 8.3% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of QMOM and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Empirical Finance, adding an estimated $5.59M. The largest seller was Empowered Funds, cutting an estimated $573K.

  • 21 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2021, down from 25 in Q2 2021.
  • Funds reported $45M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2021, up 8.3% quarter-over-quarter.
  • 2 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2021 and 5 closed out, a net change of -3 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2021 was Empirical Finance, an estimated $5.59M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2021 was Empowered Funds, an estimated $573K sold.

Based on aggregated 13F filings for Q3 2021.