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Alpha Architect US Quantitative Momentum ETF
QMOM

Overview Fund Activity

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
Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.79%
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
–

Top Buyers

1
CFS
Commonwealth Financial Services
West Virginia
$17.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.31M
3
LPL Financial
LPL Financial
California
$4.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.02M
5
EFG
Ethos Financial Group
Pennsylvania
$5.57M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$7.09M
2
SFO
Stokes Family Office
Louisiana
$14.6M
3
CIM
Cambria Investment Management
California
$2.81M
4
ODA
One Degree Advisors
California
$5.57M
5
LA
Lifeworks Advisors
Michigan
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
1
Revolve Wealth Partners
New Jersey
$23.8M -$22.3K -348 -0.1%
CFS
2
Commonwealth Financial Services
West Virginia
$17.4M +$8.75M +136,415 +101%
SFO
3
Stokes Family Office
Louisiana
$14.6M -$535K -8,344 -4%
EF
4
Empirical Finance
Pennsylvania
$13.2M -$25.7K -400 -0.2%
Raymond James Financial
5
Raymond James Financial
Florida
$10.2M +$10.2M +158,889 New
VFG
6
Valley Financial Group
Pennsylvania
$7.97M +$234K +3,648 +3%
BP
7
BWM Planning
Texas
$7.23M +$645K +10,055 +10%
EF
8
Empowered Funds
Pennsylvania
$7.09M -$662K -10,324 -9%
KCM
9
Kathmere Capital Management
Pennsylvania
$6.16M -$146K -2,283 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.66M +$652K +10,166 +13%
ODA
11
One Degree Advisors
California
$5.57M -$180K -2,675 -3%
EFG
12
Ethos Financial Group
Pennsylvania
$5.57M +$1.06M +16,543 +24%
LPL Financial
13
LPL Financial
California
$4.54M +$1.57M +24,422 +53%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.31M +$3.31M +51,674 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$1.4M +21,905 +87%
CIM
16
Cambria Investment Management
California
$2.81M -$228K -3,552 -7%
VF
17
Vestment Financial
Minnesota
$2.5M +$2.5M +38,398 New
SWM
18
Seed Wealth Management
Illinois
$1.87M – – –
LA
19
Lifeworks Advisors
Michigan
$1.8M -$149K -2,319 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.6M +$960K +14,975 +151%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.45M +$970K +15,125 +202%
IW
22
IronOak Wealth
Texas
$1.44M +$1.44M +22,473 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.11M +$878K +13,688 +383%
PPP
24
Private Portfolio Partners
New Jersey
$1.1M +$46.6K +727 +4%
VWA
25
Visionary Wealth Advisors
Illinois
$932K +$932K +14,532 New
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