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Alpha Architect US Quantitative Momentum ETF

55 hedge funds and large institutions have $151M invested in Alpha Architect US Quantitative Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $162M → $151M (-$11.2M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$22.3M
CFS
2
Commonwealth Financial Services
West Virginia
$11.9M
SFO
3
Stokes Family Office
Louisiana
$11M
Raymond James Financial
4
Raymond James Financial
Florida
$9.99M
EF
5
Empirical Finance
Pennsylvania
$9.52M
LPL Financial
6
LPL Financial
California
$8.37M
VFG
7
Valley Financial Group
Pennsylvania
$8.27M
BP
8
BWM Planning
Texas
$7.22M
Osaic Holdings
9
Osaic Holdings
Arizona
$5.7M
KCM
10
Kathmere Capital Management
Pennsylvania
$5.62M
EFG
11
Ethos Financial Group
Pennsylvania
$5.57M
ODA
12
One Degree Advisors
California
$5.13M
MML Investors Services
13
MML Investors Services
Massachusetts
$3.77M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.76M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.61M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.55M
VF
17
Vestment Financial
Minnesota
$2.61M
CIM
18
Cambria Investment Management
California
$2.53M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.08M
ATC
20
Advantage Trust Company
Kansas
$2.04M
SWM
21
Seed Wealth Management
Illinois
$1.84M
EH
22
Equitable Holdings
New York
$1.72M
CA
23
CWC Advisors
Oregon
$1.32M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.2M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$964K