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Alpha Architect US Quantitative Momentum ETF

20 hedge funds and large institutions have $46.9M invested in Alpha Architect US Quantitative Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $45M → $46.9M (+$1.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.51% less ownership

Funds ownership: 52.73%52.22% (-0.51%)

5% less funds holding

Funds holding: 2120 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$22.5M +$248K +4,792 +1%
EF
2
Empowered Funds
Pennsylvania
$9.46M +$56.6K +1,096 +0.6%
KCM
3
Kathmere Capital Management
Pennsylvania
$5.72M -$246K -4,760 -4%
SHWM
4
Silicon Hills Wealth Management
Texas
$2.73M +$1.99M +38,600 +246%
CIM
5
Cambria Investment Management
California
$2.12M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$864K -$266K -5,156 -23%
DAS
7
Dynamic Advisor Solutions
Arizona
$708K +$1.24K +24 +0.2%
PPP
8
Private Portfolio Partners
New Jersey
$609K +$87.1K +1,686 +16%
BBNB
9
Baker Boyer National Bank
Washington
$465K +$479K +9,269 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$403K +$20.1K +389 +5%
AIP
11
Almanack Investment Partners
Pennsylvania
$390K
BAM
12
Belpointe Asset Management
Nevada
$261K -$10.2K -198 -4%
CPIG
13
Chicago Partners Investment Group
Illinois
$257K -$7.6K -147 -3%
HI
14
Hudock Inc
Pennsylvania
$248K -$43.2K -835 -14%
UBS Group
15
UBS Group
Switzerland
$69K +$71.1K +1,376 New
IA
16
IFP Advisors
Florida
$34K -$19.2K -371 -61%
PFA
17
Professional Financial Advisors
Nebraska
$24K
MFT
18
Moisand Fitzgerald Tamayo
Florida
$2K
MA
19
Montag & Associates
Georgia
$1K
GRP
20
Global Retirement Partners
California
-$857K -17,382 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$288K -5,837 Closed
SPIA
22
Steward Partners Investment Advisory
New York
-$6K -125 Closed

QMOM Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q4 2021, worth a combined $46.9M — up 4.2% from $45M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of QMOM and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.

The largest buyer was Silicon Hills Wealth Management, adding an estimated $1.99M. The largest seller was Global Retirement Partners, exiting entirely with an estimated $857K sold.

  • 20 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q4 2021, down from 21 in Q3 2021.
  • Funds reported $46.9M of Alpha Architect US Quantitative Momentum ETF stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 2 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q4 2021 was Silicon Hills Wealth Management, an estimated $1.99M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q4 2021 was Global Retirement Partners, an estimated $857K sold.

Based on aggregated 13F filings for Q4 2021.