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Alpha Architect US Quantitative Momentum ETF

59 hedge funds and large institutions have $162M invested in Alpha Architect US Quantitative Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $132M → $162M (+$30M)

18% more funds holding

Funds holding: 5059 (+9)

2.46% more ownership

Funds ownership: 52.52%54.99% (+2.5%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
19
Reduced
12
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
$23.8M -$23.3K -348 -0.1%
CFS
2
Commonwealth Financial Services
West Virginia
$17.4M +$9.13M +136,415 +101%
SFO
3
Stokes Family Office
Louisiana
$14.6M -$559K -8,344 -4%
EF
4
Empirical Finance
Pennsylvania
$13.2M -$26.8K -400 -0.2%
Raymond James Financial
5
Raymond James Financial
Florida
$10.2M +$10.6M +158,889 New
VFG
6
Valley Financial Group
Pennsylvania
$7.97M +$244K +3,648 +3%
BP
7
BWM Planning
Texas
$7.23M +$673K +10,055 +10%
EF
8
Empowered Funds
Pennsylvania
$7.09M -$691K -10,324 -9%
KCM
9
Kathmere Capital Management
Pennsylvania
$6.16M -$153K -2,283 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.66M +$681K +10,166 +13%
ODA
11
One Degree Advisors
California
$5.57M -$179K -2,675 -3%
EFG
12
Ethos Financial Group
Pennsylvania
$5.57M +$1.11M +16,543 +24%
LPL Financial
13
LPL Financial
California
$4.54M +$1.64M +24,422 +53%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.31M +$3.46M +51,674 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$1.47M +21,905 +87%
CIM
16
Cambria Investment Management
California
$2.81M -$238K -3,552 -7%
VF
17
Vestment Financial
Minnesota
$2.5M +$2.57M +38,398 New
SWM
18
Seed Wealth Management
Illinois
$1.87M
LA
19
Lifeworks Advisors
Michigan
$1.8M -$155K -2,319 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.6M +$1M +14,975 +151%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.45M +$1.01M +15,125 +202%
IW
22
IronOak Wealth
Texas
$1.44M +$1.5M +22,473 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.11M +$917K +13,688 +383%
PPP
24
Private Portfolio Partners
New Jersey
$1.1M +$48.7K +727 +4%
VWA
25
Visionary Wealth Advisors
Illinois
$932K +$973K +14,532 New

QMOM Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q4 2024, worth a combined $162M — up 23% from $132M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QMOM positions and 4 closed out — a net gain of 12 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Financial Services, adding an estimated $9.13M. The largest seller was Empowered Funds, cutting an estimated $691K.

  • 59 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $162M of Alpha Architect US Quantitative Momentum ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 16 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q4 2024 was Commonwealth Financial Services, an estimated $9.13M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q4 2024 was Empowered Funds, an estimated $691K sold.

Based on aggregated 13F filings for Q4 2024.