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Alpha Architect US Quantitative Momentum ETF
QMOM

Overview Fund Activity

35 hedge funds and large institutions have $96.6M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
15
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$7.75M
2
RWP
2
Revolve Wealth Partners
New Jersey
$13.9M
3
SFO
3
Stokes Family Office
Louisiana
$7.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.88M
5
PAG
5
Private Advisor Group
New Jersey
$1.83M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$7.36M
2
EF
2
Empirical Finance
Pennsylvania
$18.9M
3
IA
3
IFP Advisors
Florida
$16K
4
KCM
4
Kathmere Capital Management
Pennsylvania
$4.35M
5
WMS
5
Wealth Management Solutions
Pennsylvania
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empirical Finance
Pennsylvania
$18.9M -$2.24M -48,140 -11%
RWP
2
Revolve Wealth Partners
New Jersey
$13.9M +$5M +107,508 +56%
SHWM
3
Silicon Hills Wealth Management
Texas
$7.94M -$288K -6,203 -4%
SFO
4
Stokes Family Office
Louisiana
$7.76M +$1.79M +38,447 +30%
WA
5
Waverly Advisors
Alabama
$7.75M +$7.75M +166,857 New
EF
6
Empowered Funds
Pennsylvania
$7.36M -$4.5M -96,883 -38%
EST
7
EA Series Trust
Pennsylvania
$7.36M +$7.36M +158,318 New
KCM
8
Kathmere Capital Management
Pennsylvania
$4.35M -$316K -6,792 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.34M +$138K +2,960 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.88M +$1.19M +25,588 +70%
CIM
11
Cambria Investment Management
California
$2.05M -$114K -2,450 -5%
PAG
12
Private Advisor Group
New Jersey
$1.83M +$1.07M +23,049 +142%
LPL Financial
13
LPL Financial
California
$1.58M +$19.3K +416 +1%
SWM
14
Seed Wealth Management
Illinois
$1.53M +$204K +4,400 +15%
EFG
15
Ethos Financial Group
Pennsylvania
$1.39M – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.09M +$598K +12,878 +121%
GRP
17
Global Retirement Partners
California
$821K -$1.3K -28 -0.2%
PPP
18
Private Portfolio Partners
New Jersey
$740K +$4.69K +101 +0.6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$634K +$412K +8,869 +185%
WMS
20
Wealth Management Solutions
Pennsylvania
$621K -$297K -6,388 -32%
LSA
21
Lansing Street Advisors
Pennsylvania
$596K – – –
MWP
22
Meredith Wealth Planning
Illinois
$553K +$286K +6,162 +107%
BBNB
23
Baker Boyer National Bank
Washington
$425K +$14.6K +315 +4%
AIP
24
Almanack Investment Partners
Pennsylvania
$398K +$19.8K +427 +5%
DAS
25
Dynamic Advisor Solutions
Arizona
$246K -$137K -2,956 -36%
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