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Alpha Architect US Quantitative Momentum ETF

40 hedge funds and large institutions have $119M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $94.1M → $119M (+$24.9M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3640 (+4)

1.92% more ownership

Funds ownership: 57.22%59.14% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
12
Reduced
10
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
$21.4M +$392K +7,210 +2%
SFO
2
Stokes Family Office
Louisiana
$12.8M +$1.21M +22,314 +11%
CFS
3
Commonwealth Financial Services
West Virginia
$12.4M -$29.9K -550 -0.2%
EF
4
Empirical Finance
Pennsylvania
$12.3M +$77.9K +1,434 +0.7%
EF
5
Empowered Funds
Pennsylvania
$9.61M +$3.83M +70,407 +76%
VFG
6
Valley Financial Group
Pennsylvania
$6.35M -$426K -7,839 -7%
KCM
7
Kathmere Capital Management
Pennsylvania
$5.66M +$85.2K +1,568 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.32M +$177K +3,253 +4%
ODA
9
One Degree Advisors
California
$4.88M -$14.1K -259 -0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.43M -$124K -2,274 -3%
SAM
11
Synergy Asset Management
Washington
$4.36M +$4.01M +73,768 New
EFG
12
Ethos Financial Group
Pennsylvania
$3.73M +$1.03M +18,899 +43%
LPL Financial
13
LPL Financial
California
$2.85M +$534K +9,822 +26%
CIM
14
Cambria Investment Management
California
$2.52M -$139K -2,552 -6%
SWM
15
Seed Wealth Management
Illinois
$1.93M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$8.43K +155 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$1.07M +$986K +18,134 New
PPP
18
Private Portfolio Partners
New Jersey
$868K -$153K -2,811 -16%
BFA
19
Brendel Financial Advisors
New Hampshire
$587K +$540K +9,931 New
BBNB
20
Baker Boyer National Bank
Washington
$531K +$544 +10 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$508K +$467K +8,592 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$506K +$465K +8,558 New
AIP
23
Almanack Investment Partners
Pennsylvania
$500K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$499K -$100K -1,844 -18%
GRP
25
Global Retirement Partners
California
$469K

QMOM Hedge Fund Activity: Q1 2024 in Review

40 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2024, worth a combined $119M — up 26% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QMOM positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $4.01M. The largest seller was Private Advisor Group, cutting an estimated $3.2M.

  • 40 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $119M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2024 was Synergy Asset Management, an estimated $4.01M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2024 was Private Advisor Group, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2024.