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Alpha Architect US Quantitative Momentum ETF
QMOM

Overview Fund Activity

36 hedge funds and large institutions have $94.1M invested in Alpha Architect US Quantitative Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
9
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFS
1
Commonwealth Financial Services
West Virginia
$12.4M
2
RWP
2
Revolve Wealth Partners
New Jersey
$17.7M
3
PAG
3
Private Advisor Group
New Jersey
$3.15M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.33M
5
EFG
5
Ethos Financial Group
Pennsylvania
$2.2M

Top Sellers

1
EF
1
Empirical Finance
Pennsylvania
$10.3M
2
WA
2
Waverly Advisors
Alabama
$0
3
EF
3
Empowered Funds
Pennsylvania
$4.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$513K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
1
Revolve Wealth Partners
New Jersey
$17.7M +$1.27M +25,385 +8%
CFS
2
Commonwealth Financial Services
West Virginia
$12.4M +$5.77M +115,732 +87%
EF
3
Empirical Finance
Pennsylvania
$10.3M -$9.89M -198,455 -49%
SFO
4
Stokes Family Office
Louisiana
$9.68M +$86.6K +1,737 +0.9%
VFG
5
Valley Financial Group
Pennsylvania
$5.75M +$5.75M +115,278 New
KCM
6
Kathmere Capital Management
Pennsylvania
$4.7M -$131K -2,633 -3%
EF
7
Empowered Funds
Pennsylvania
$4.6M -$1.19M -23,886 -21%
ODA
8
One Degree Advisors
California
$4.38M +$4.38M +82,805 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.33M +$487K +9,768 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.85M +$454K +9,098 +13%
PAG
11
Private Advisor Group
New Jersey
$3.15M +$761K +15,257 +32%
CIM
12
Cambria Investment Management
California
$2.25M -$7.08K -142 -0.3%
EFG
13
Ethos Financial Group
Pennsylvania
$2.2M +$477K +9,558 +28%
LPL Financial
14
LPL Financial
California
$1.91M +$178K +3,579 +10%
SWM
15
Seed Wealth Management
Illinois
$1.61M – – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$156K +3,129 +13%
PPP
17
Private Portfolio Partners
New Jersey
$872K +$21.3K +427 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$513K -$724K -14,515 -59%
BBNB
19
Baker Boyer National Bank
Washington
$447K -$8.18K -164 -2%
AIP
20
Almanack Investment Partners
Pennsylvania
$422K – – –
GRP
21
Global Retirement Partners
California
$400K -$220K -4,349 -35%
MWP
22
Meredith Wealth Planning
Illinois
$399K -$9.37K -188 -2%
LSA
23
Lansing Street Advisors
Pennsylvania
$231K +$231K +4,626 New
WDL
24
Well Done LLC
Michigan
$219K +$219K +4,393 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$155K -$16.9K -340 -10%
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