Alpha Architect US Quantitative Momentum ETF
QMOM
34 hedge funds and large institutions have $77M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.
4.69% less ownership
Funds ownership: 63.54% → 58.85% (-4.7%)
6% less funds holding
Funds holding: 36 → 34 (-2)
9% less capital invested
Capital invested by funds: $84.8M → $77M (-$7.88M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$5.83M |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$5.83M |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$1.79M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.63M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$18.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.16M |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$838K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$711K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
QMOM Hedge Fund Activity: Q1 2023 in Review
34 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2023, worth a combined $77M — down 9.3% from $84.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of QMOM and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.
The largest buyer was Stokes Family Office, opening a new position worth an estimated $5.83M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $18.8M sold.
- 34 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2023, down from 36 in Q4 2022.
- Funds reported $77M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
- 5 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2023 was Stokes Family Office, an estimated $5.83M added.
- The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2023 was Affinity Wealth Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2023.