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Alpha Architect US Quantitative Momentum ETF

50 hedge funds and large institutions have $132M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

11% more funds holding

Funds holding: 4550 (+5)

11% more capital invested

Capital invested by funds: $119M → $132M (+$12.6M)

1.5% less ownership

Funds ownership: 54.02%52.52% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$23.8M -$41.3K -690 -0.2%
SFO
2
Stokes Family Office
Louisiana
$15.1M +$482K +8,056 +4%
EF
3
Empirical Finance
Pennsylvania
$13.2M +$30.6K +511 +0.2%
CFS
4
Commonwealth Financial Services
West Virginia
$8.61M -$7.27M -121,476 -47%
EF
5
Empowered Funds
Pennsylvania
$7.76M -$1.17M -19,564 -14%
VFG
6
Valley Financial Group
Pennsylvania
$7.74M +$363K +6,069 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.92M +$876K +14,630 +16%
BP
8
BWM Planning
Texas
$6.6M +$6.15M +102,755 New
KCM
9
Kathmere Capital Management
Pennsylvania
$6.31M +$1.68K +28 +0%
ODA
10
One Degree Advisors
California
$5.45M +$114K +1,903 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.01M +$9.16K +153 +0.2%
EFG
12
Ethos Financial Group
Pennsylvania
$4.51M +$185K +3,090 +5%
CIM
13
Cambria Investment Management
California
$3.04M +$142K +2,368 +5%
LPL Financial
14
LPL Financial
California
$2.98M -$734K -12,262 -21%
LA
15
Lifeworks Advisors
Michigan
$1.95M +$1.59M +26,557 +700%
SWM
16
Seed Wealth Management
Illinois
$1.87M -$210K -3,500 -11%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.62M -$52.6K -878 -3%
PPP
18
Private Portfolio Partners
New Jersey
$1.05M +$68.6K +1,146 +8%
RJA
19
Raymond James & Associates
Florida
$737K +$688K +11,486 New
BFA
20
Brendel Financial Advisors
New Hampshire
$728K -$19.6K -328 -3%
BBNB
21
Baker Boyer National Bank
Washington
$682K +$51.1K +854 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$636K +$594K +9,912 New
MWM
23
Modern Wealth Management
Kansas
$624K -$20.4K -340 -3%
GRP
24
Global Retirement Partners
California
$583K +$14.6K +244 +3%
WIA
25
World Investment Advisors
California
$553K +$284K +4,750 +123%

QMOM Hedge Fund Activity: Q3 2024 in Review

50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q3 2024, worth a combined $132M — up 11% from $119M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QMOM positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Lifeworks Advisors, adding an estimated $1.59M. The largest seller was Commonwealth Financial Services, cutting an estimated $7.27M.

  • 50 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q3 2024, up from 45 in Q2 2024.
  • Funds reported $132M of Alpha Architect US Quantitative Momentum ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 11 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q3 2024 was Lifeworks Advisors, an estimated $1.59M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q3 2024 was Commonwealth Financial Services, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2024.