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Alpha Architect US Quantitative Momentum ETF

33 hedge funds and large institutions have $82.5M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

6% less funds holding

Funds holding: 3533 (-2)

7.59% less ownership

Funds ownership: 64.4%56.81% (-7.6%)

15% less capital invested

Capital invested by funds: $96.6M → $82.5M (-$14.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empirical Finance
Pennsylvania
$17.5M -$84.8K -1,870 -0.5%
RWP
2
Revolve Wealth Partners
New Jersey
$14.2M +$1.44M +31,738 +11%
SFO
3
Stokes Family Office
Louisiana
$8.29M +$1.15M +25,393 +15%
WA
4
Waverly Advisors
Alabama
$7.32M +$130K +2,867 +2%
CFS
5
Commonwealth Financial Services
West Virginia
$5.77M +$6.06M +133,712 New
EF
6
Empowered Funds
Pennsylvania
$5M -$1.92M -42,264 -27%
KCM
7
Kathmere Capital Management
Pennsylvania
$4.18M +$145K +3,197 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.32M +$233K +5,143 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.94M +$277K +6,106 +10%
PAG
10
Private Advisor Group
New Jersey
$2.07M +$395K +8,716 +22%
CIM
11
Cambria Investment Management
California
$1.95M +$55.5K +1,225 +3%
LPL Financial
12
LPL Financial
California
$1.5M +$33.3K +734 +2%
EFG
13
Ethos Financial Group
Pennsylvania
$1.49M +$173K +3,813 +12%
SWM
14
Seed Wealth Management
Illinois
$1.41M -$15.9K -350 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.07M +$59.3K +1,307 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$1.07M +23,558 +2,312%
PPP
17
Private Portfolio Partners
New Jersey
$736K +$52.2K +1,151 +7%
WMS
18
Wealth Management Solutions
Pennsylvania
$528K -$50.7K -1,118 -8%
GRP
19
Global Retirement Partners
California
$515K -$244K -5,390 -31%
BBNB
20
Baker Boyer National Bank
Washington
$394K -$453 -10 -0.1%
AIP
21
Almanack Investment Partners
Pennsylvania
$365K -$4.49K -99 -1%
MWP
22
Meredith Wealth Planning
Illinois
$353K -$169K -3,720 -31%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$278K -$327K -7,217 -53%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$149K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$48.9K +$1.13K +25 +2%

QMOM Hedge Fund Activity: Q3 2023 in Review

33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2023, worth a combined $82.5M — down 15% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QMOM positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Revolve Wealth Partners, adding an estimated $1.44M. The largest seller was Empowered Funds, cutting an estimated $1.92M.

  • 33 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2023, down from 35 in Q2 2023.
  • Funds reported $82.5M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 3 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2023 was Revolve Wealth Partners, an estimated $1.44M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2023 was Empowered Funds, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2023.