Alpha Architect US Quantitative Momentum ETF
QMOM
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.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
26% more capital invested
Capital invested by funds: $76.6M → $96.6M (+$20M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5.54% more ownership
Funds ownership: 58.85% → 64.4% (+5.5%)
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$7.42M |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$4.78M |
| 3 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$1.71M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.31M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$2.14M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$631K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$302K |
| 5 |
WMS
Wealth Management Solutions
Exton,
Pennsylvania
|
-$284K |
QMOM Hedge Fund Activity: Q2 2023 in Review
35 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2023, worth a combined $96.6M — up 26% from $76.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QMOM positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $7.42M. The largest seller was Empowered Funds, cutting an estimated $4.31M.
- 35 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2023, up from 34 in Q1 2023.
- Funds reported $96.6M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2023, up 26% quarter-over-quarter.
- 5 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2023 and 4 closed out, a net change of +1 holder.
- The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2023 was Waverly Advisors, an estimated $7.42M added.
- The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2023 was Empowered Funds, an estimated $4.31M sold.
Based on aggregated 13F filings for Q2 2023.