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Alpha Architect US Quantitative Momentum ETF

23 hedge funds and large institutions have $54.5M invested in Alpha Architect US Quantitative Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

10% more funds holding

Funds holding: 2123 (+2)

1% less capital invested

Capital invested by funds: $55.1M → $54.5M (-$576K)

1.07% less ownership

Funds ownership: 60.5%59.44% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$21.7M -$4.66M -101,318 -17%
EF
2
Empowered Funds
Pennsylvania
$13.5M +$2.31M +50,162 +20%
SHWM
3
Silicon Hills Wealth Management
Texas
$6.26M +$134K +2,905 +2%
KCM
4
Kathmere Capital Management
Pennsylvania
$4.73M -$1.11M -24,127 -18%
CIM
5
Cambria Investment Management
California
$1.73M
IA
6
IFP Advisors
Florida
$944K +$1.31M +28,577 +8,766%
GRP
7
Global Retirement Partners
California
$879K -$33.1K -721 -4%
PPP
8
Private Portfolio Partners
New Jersey
$678K +$18.1K +393 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$595K +$619K +13,473 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$545K -$1.44M -31,312 -72%
LPL Financial
11
LPL Financial
California
$534K +$239K +5,207 +76%
DAS
12
Dynamic Advisor Solutions
Arizona
$460K -$59.1K -1,285 -11%
FAIM
13
Financial Advocates Investment Management
Washington
$429K +$101K +2,208 New
BBNB
14
Baker Boyer National Bank
Washington
$398K -$90.1K -1,961 -18%
LSA
15
Lansing Street Advisors
Pennsylvania
$293K +$41.7K +907 +16%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$290K +$302K +6,573 New
CPIG
17
Chicago Partners Investment Group
Illinois
$279K -$46 -1 -0%
HI
18
Hudock Inc
Pennsylvania
$163K -$57.7K -1,255 -25%
PFA
19
Professional Financial Advisors
Nebraska
$88K +$69.8K +1,518 +321%
UBS Group
20
UBS Group
Switzerland
$58K +$59.9K +1,304 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23.4K +510 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$1K
AIP
23
Almanack Investment Partners
Pennsylvania
-$656K -15,428 Closed
S
24
SignatureFD
Georgia
-$32K -748 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
-$3K -76 Closed

QMOM Hedge Fund Activity: Q3 2022 in Review

23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2022, worth a combined $54.5M — down 1% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QMOM positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Empowered Funds, adding an estimated $2.31M. The largest seller was Empirical Finance, cutting an estimated $4.66M.

  • 23 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2022, up from 21 in Q2 2022.
  • Funds reported $54.5M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2022, down 1% quarter-over-quarter.
  • 5 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2022 was Empowered Funds, an estimated $2.31M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2022 was Empirical Finance, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2022.