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Alpha Architect US Quantitative Momentum ETF

21 hedge funds and large institutions have $55.1M invested in Alpha Architect US Quantitative Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $50.2M → $55.1M (+$4.83M)

5.46% more ownership

Funds ownership: 55.04%60.5% (+5.5%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
8
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
$25.1M +$6.56M +139,644 +31%
EF
2
Empowered Funds
Pennsylvania
$10.8M +$2.89M +61,543 +32%
SHWM
3
Silicon Hills Wealth Management
Texas
$5.9M +$2.71M +57,676 +71%
KCM
4
Kathmere Capital Management
Pennsylvania
$5.58M +$334K +7,103 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.85M +$1.27M +27,021 +163%
CIM
6
Cambria Investment Management
California
$1.67M -$81.2K -1,728 -4%
GRP
7
Global Retirement Partners
California
$761K
AIP
8
Almanack Investment Partners
Pennsylvania
$656K +$3.66K +78 +0.5%
PPP
9
Private Portfolio Partners
New Jersey
$635K +$28.4K +604 +4%
DAS
10
Dynamic Advisor Solutions
Arizona
$498K -$55.4K -1,180 -9%
BBNB
11
Baker Boyer National Bank
Washington
$467K +$30.5K +649 +6%
LPL Financial
12
LPL Financial
California
$292K +$323K +6,880 New
CPIG
13
Chicago Partners Investment Group
Illinois
$253K
LSA
14
Lansing Street Advisors
Pennsylvania
$244K -$1.88K -40 -0.7%
HI
15
Hudock Inc
Pennsylvania
$210K
IA
16
IFP Advisors
Florida
$36K
S
17
SignatureFD
Georgia
$32K +$35.1K +748 New
PFA
18
Professional Financial Advisors
Nebraska
$20K
Osaic Holdings
19
Osaic Holdings
Arizona
$3K +$3.57K +76 New
MFT
20
Moisand Fitzgerald Tamayo
Florida
$1K
BAM
21
Belpointe Asset Management
Nevada
-$660K -13,354 Closed
PAG
22
Private Advisor Group
New Jersey
-$238K -4,814 Closed
WDL
23
Well Done LLC
Michigan
-$215K -4,359 Closed

QMOM Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2022, worth a combined $55.1M — up 9.6% from $50.2M a quarter earlier.

Fund positioning in QMOM was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was Empirical Finance, adding an estimated $6.56M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $660K sold.

  • 21 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $55.1M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2022, up 9.6% quarter-over-quarter.
  • 3 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2022 and 3 closed out, a net change of 0 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2022 was Empirical Finance, an estimated $6.56M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2022 was Belpointe Asset Management, an estimated $660K sold.

Based on aggregated 13F filings for Q2 2022.