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Alpha Architect US Quantitative Momentum ETF

21 hedge funds and large institutions have $50.2M invested in Alpha Architect US Quantitative Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $46.9M → $50.2M (+$3.34M)

5% more funds holding

Funds holding: 2021 (+1)

2.83% more ownership

Funds ownership: 52.22%55.04% (+2.8%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$22.3M +$132K +2,754 +0.6%
EF
2
Empowered Funds
Pennsylvania
$9.54M +$220K +4,590 +2%
KCM
3
Kathmere Capital Management
Pennsylvania
$6.13M +$481K +10,043 +9%
SHWM
4
Silicon Hills Wealth Management
Texas
$4.01M +$1.28M +26,790 +49%
CIM
5
Cambria Investment Management
California
$2.02M -$61.2K -1,279 -3%
GRP
6
Global Retirement Partners
California
$825K +$858K +17,915 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$821K -$29.2K -610 -4%
AIP
8
Almanack Investment Partners
Pennsylvania
$758K +$363K +7,587 +98%
PPP
9
Private Portfolio Partners
New Jersey
$709K +$105K +2,200 +18%
BAM
10
Belpointe Asset Management
Nevada
$660K +$390K +8,144 +156%
DAS
11
Dynamic Advisor Solutions
Arizona
$637K -$58.4K -1,220 -9%
BBNB
12
Baker Boyer National Bank
Washington
$510K +$50.9K +1,064 +11%
LSA
13
Lansing Street Advisors
Pennsylvania
$283K +$276K +5,772 New
CPIG
14
Chicago Partners Investment Group
Illinois
$246K
HI
15
Hudock Inc
Pennsylvania
$244K +$191 +4 +0.1%
PAG
16
Private Advisor Group
New Jersey
$238K +$230K +4,814 New
WDL
17
Well Done LLC
Michigan
$215K +$209K +4,359 New
IA
18
IFP Advisors
Florida
$36K +$4.07K +85 +35%
PFA
19
Professional Financial Advisors
Nebraska
$23K
MFT
20
Moisand Fitzgerald Tamayo
Florida
$2K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-$403K -8,030 Closed
UBS Group
22
UBS Group
Switzerland
-$69K -1,376 Closed
MA
23
Montag & Associates
Georgia
-$1K -10 Closed

QMOM Hedge Fund Activity: Q1 2022 in Review

21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2022, worth a combined $50.2M — up 7.1% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QMOM positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Silicon Hills Wealth Management, adding an estimated $1.28M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $403K sold.

  • 21 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $50.2M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2022, up 7.1% quarter-over-quarter.
  • 4 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2022 was Silicon Hills Wealth Management, an estimated $1.28M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $403K sold.

Based on aggregated 13F filings for Q1 2022.