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Alpha Architect US Quantitative Momentum ETF

45 hedge funds and large institutions have $119M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 4045 (+5)

0% more capital invested

Capital invested by funds: $119M → $119M (+$132K)

5.12% less ownership

Funds ownership: 59.14%54.02% (-5.1%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
17
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$21.6M +$518K +8,927 +2%
CFS
2
Commonwealth Financial Services
West Virginia
$15.1M +$411K +7,077 +3%
SFO
3
Stokes Family Office
Louisiana
$13.3M +$646K +11,136 +5%
EF
4
Empirical Finance
Pennsylvania
$11.9M -$219K -3,767 -2%
EF
5
Empowered Funds
Pennsylvania
$8.18M -$1.28M -22,099 -14%
VFG
6
Valley Financial Group
Pennsylvania
$6.67M +$412K +7,103 +7%
KCM
7
Kathmere Capital Management
Pennsylvania
$5.72M +$140K +2,416 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.43M +$182K +3,129 +3%
ODA
9
One Degree Advisors
California
$4.85M +$45.3K +780 +0.9%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.54M +$172K +2,957 +4%
EFG
11
Ethos Financial Group
Pennsylvania
$3.92M +$240K +4,131 +7%
LPL Financial
12
LPL Financial
California
$3.42M +$613K +10,560 +22%
CIM
13
Cambria Investment Management
California
$2.62M +$137K +2,368 +6%
SWM
14
Seed Wealth Management
Illinois
$1.9M
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.52M -$102K -1,763 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.17M +$661K +11,396 +133%
PPP
17
Private Portfolio Partners
New Jersey
$889K +$33.7K +581 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$723K +$223K +3,851 +45%
BFA
19
Brendel Financial Advisors
New Hampshire
$680K +$101K +1,746 +18%
MWM
20
Modern Wealth Management
Kansas
$586K +$584K +10,061 New
BBNB
21
Baker Boyer National Bank
Washington
$569K +$45.4K +783 +9%
GRP
22
Global Retirement Partners
California
$515K +$53K +914 +12%
AIP
23
Almanack Investment Partners
Pennsylvania
$493K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$397K -$94.6K -1,631 -19%
VPIM
25
Vanguard Personalized Indexing Management
California
$304K +$302K +5,213 New

QMOM Hedge Fund Activity: Q2 2024 in Review

45 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2024, worth a combined $119M — up 0.11% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QMOM positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $661K. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.36M sold.

  • 45 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $119M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2024, up 0.11% quarter-over-quarter.
  • 10 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $661K added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2024 was Synergy Asset Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2024.