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Alpha Architect US Quantitative Momentum ETF

36 hedge funds and large institutions have $84.8M invested in Alpha Architect US Quantitative Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

57% more funds holding

Funds holding: 2336 (+13)

56% more capital invested

Capital invested by funds: $54.5M → $84.8M (+$30.3M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

4.1% more ownership

Funds ownership: 59.44%63.54% (+4.1%)

Holders
36
Holders Change
+13
Holders Change %
+56.52%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$21.8M -$783K -16,090 -3%
AWM
2
Affinity Wealth Management
Delaware
$18.8M +$19.9M +409,433 New
EF
3
Empowered Funds
Pennsylvania
$11.1M -$3.06M -62,847 -21%
SHWM
4
Silicon Hills Wealth Management
Texas
$6.32M -$203K -4,167 -3%
KCM
5
Kathmere Capital Management
Pennsylvania
$4.69M -$245K -5,027 -5%
RWP
6
Revolve Wealth Partners
New Jersey
$2.86M +$3.03M +62,317 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.77M +$2.29M +46,931 +348%
AWM
8
AE Wealth Management
Kansas
$2.16M +$2.29M +47,043 New
CIM
9
Cambria Investment Management
California
$1.91M +$119K +2,450 +6%
LPL Financial
10
LPL Financial
California
$1.69M +$1.2M +24,732 +205%
SWM
11
Seed Wealth Management
Illinois
$1.4M +$1.48M +30,390 New
EFG
12
Ethos Financial Group
Pennsylvania
$1.38M +$1.44M +29,648 New
WMS
13
Wealth Management Solutions
Pennsylvania
$1.02M +$1.08M +22,264 New
IA
14
IFP Advisors
Florida
$995K +$62.1K +1,276 +4%
GRP
15
Global Retirement Partners
California
$786K -$4.04K -83 -0.5%
PPP
16
Private Portfolio Partners
New Jersey
$716K +$12.4K +254 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$667K +$106K +2,185 +18%
LSA
18
Lansing Street Advisors
Pennsylvania
$628K +$342K +7,029 +106%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$625K +$342K +7,028 +107%
DAS
20
Dynamic Advisor Solutions
Arizona
$417K -$65.2K -1,340 -13%
BBNB
21
Baker Boyer National Bank
Washington
$415K +$487 +10 +0.1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$406K +$431K +8,843 New
AIP
23
Almanack Investment Partners
Pennsylvania
$357K +$378K +7,763 New
Citadel Advisors
24
Citadel Advisors
Florida
$295K +$313K +6,433 New
CPIG
25
Chicago Partners Investment Group
Illinois
$220K -$33K -677 -12%

QMOM Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q4 2022, worth a combined $84.8M — up 56% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new QMOM positions and 5 closed out — a net gain of 13 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $19.9M. The largest seller was Empowered Funds, cutting an estimated $3.06M.

  • 36 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $84.8M of Alpha Architect US Quantitative Momentum ETF stock for Q4 2022, up 56% quarter-over-quarter.
  • 18 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q4 2022 and 5 closed out, a net change of +13 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q4 2022 was Affinity Wealth Management, an estimated $19.9M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q4 2022 was Empowered Funds, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2022.