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Alpha Architect US Quantitative Momentum ETF

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

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $82.5M → $94.1M (+$11.6M)

9% more funds holding

Funds holding: 3336 (+3)

0.41% more ownership

Funds ownership: 56.81%57.22% (+0.41%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$17.7M +$1.15M +25,385 +8%
CFS
2
Commonwealth Financial Services
West Virginia
$12.4M +$5.24M +115,732 +87%
EF
3
Empirical Finance
Pennsylvania
$10.3M -$8.98M -198,455 -49%
SFO
4
Stokes Family Office
Louisiana
$9.68M +$78.6K +1,737 +0.9%
VFG
5
Valley Financial Group
Pennsylvania
$5.75M +$5.22M +115,278 New
KCM
6
Kathmere Capital Management
Pennsylvania
$4.7M -$119K -2,633 -3%
EF
7
Empowered Funds
Pennsylvania
$4.6M -$1.08M -23,886 -21%
ODA
8
One Degree Advisors
California
$4.38M +$3.75M +82,805 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.33M +$442K +9,768 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.85M +$412K +9,098 +13%
PAG
11
Private Advisor Group
New Jersey
$3.15M +$690K +15,257 +32%
CIM
12
Cambria Investment Management
California
$2.25M -$6.42K -142 -0.3%
EFG
13
Ethos Financial Group
Pennsylvania
$2.2M +$432K +9,558 +28%
LPL Financial
14
LPL Financial
California
$1.91M +$162K +3,579 +10%
SWM
15
Seed Wealth Management
Illinois
$1.61M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$142K +3,129 +13%
PPP
17
Private Portfolio Partners
New Jersey
$872K +$19.3K +427 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$513K -$657K -14,515 -59%
BBNB
19
Baker Boyer National Bank
Washington
$447K -$7.42K -164 -2%
AIP
20
Almanack Investment Partners
Pennsylvania
$422K
GRP
21
Global Retirement Partners
California
$400K -$197K -4,349 -35%
MWP
22
Meredith Wealth Planning
Illinois
$399K -$8.51K -188 -2%
LSA
23
Lansing Street Advisors
Pennsylvania
$231K +$209K +4,626 New
WDL
24
Well Done LLC
Michigan
$219K +$199K +4,393 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$155K -$15.4K -340 -10%

QMOM Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q4 2023, worth a combined $94.1M — up 14% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QMOM positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Financial Services, adding an estimated $5.24M. The largest seller was Empirical Finance, cutting an estimated $8.98M.

  • 36 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $94.1M of Alpha Architect US Quantitative Momentum ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 9 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q4 2023 was Commonwealth Financial Services, an estimated $5.24M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q4 2023 was Empirical Finance, an estimated $8.98M sold.

Based on aggregated 13F filings for Q4 2023.