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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
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
Shares
Change %
RWP
1
Revolve Wealth Partners
New Jersey
$21.4M +$426K +7,210 +2%
SFO
2
Stokes Family Office
Louisiana
$12.8M +$1.32M +22,314 +11%
CFS
3
Commonwealth Financial Services
West Virginia
$12.4M -$27.4K -550 -0.2%
EF
4
Empirical Finance
Pennsylvania
$12.3M +$84.8K +1,434 +0.7%
EF
5
Empowered Funds
Pennsylvania
$9.61M +$4.16M +70,407 +76%
VFG
6
Valley Financial Group
Pennsylvania
$6.35M -$463K -7,839 -7%
KCM
7
Kathmere Capital Management
Pennsylvania
$5.66M +$92.7K +1,568 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.32M +$192K +3,253 +4%
ODA
9
One Degree Advisors
California
$4.88M -$15.3K -259 -0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.43M -$134K -2,274 -3%
SAM
11
Synergy Asset Management
Washington
$4.36M +$4.36M +73,768 New
EFG
12
Ethos Financial Group
Pennsylvania
$3.73M +$1.12M +18,899 +43%
LPL Financial
13
LPL Financial
California
$2.85M +$581K +9,822 +26%
CIM
14
Cambria Investment Management
California
$2.52M -$151K -2,552 -6%
SWM
15
Seed Wealth Management
Illinois
$1.93M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$9.16K +155 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$1.07M +$1.07M +18,134 New
PPP
18
Private Portfolio Partners
New Jersey
$868K -$166K -2,811 -16%
BFA
19
Brendel Financial Advisors
New Hampshire
$587K +$587K +9,931 New
BBNB
20
Baker Boyer National Bank
Washington
$531K +$591 +10 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$508K +$508K +8,592 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$506K +$506K +8,558 New
AIP
23
Almanack Investment Partners
Pennsylvania
$500K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$499K -$109K -1,844 -18%
GRP
25
Global Retirement Partners
California
$469K