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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

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.53% less ownership

Funds ownership: 54.99%50.46% (-4.5%)

7% less funds holding

Funds holding: 5955 (-4)

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
-4
Holders Change %
-6.78%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
27
Reduced
10
Closed
9
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 +$366K +5,754 +2%
CFS
2
Commonwealth Financial Services
West Virginia
$11.9M -$4.45M -69,857 -26%
SFO
3
Stokes Family Office
Louisiana
$11M -$2.63M -41,370 -18%
Raymond James Financial
4
Raymond James Financial
Florida
$9.99M +$591K +9,278 +6%
EF
5
Empirical Finance
Pennsylvania
$9.52M -$2.86M -44,878 -22%
LPL Financial
6
LPL Financial
California
$8.37M +$4.46M +70,046 +99%
VFG
7
Valley Financial Group
Pennsylvania
$8.27M +$952K +14,948 +12%
BP
8
BWM Planning
Texas
$7.22M +$558K +8,760 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.7M +$489K +7,684 +9%
KCM
10
Kathmere Capital Management
Pennsylvania
$5.62M -$90.9K -1,427 -1%
EFG
11
Ethos Financial Group
Pennsylvania
$5.57M
ODA
12
One Degree Advisors
California
$5.13M +$242K +3,794 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.77M +$2.46M +38,642 +155%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.76M +$2.59M +40,594 +179%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.61M +$580K +9,112 +18%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.55M +$803K +12,605 +27%
VF
17
Vestment Financial
Minnesota
$2.61M +$353K +5,541 +14%
CIM
18
Cambria Investment Management
California
$2.53M -$75.4K -1,184 -3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$1.82M +28,521 +444%
ATC
20
Advantage Trust Company
Kansas
$2.04M +$1.28M +20,143 +142%
SWM
21
Seed Wealth Management
Illinois
$1.84M +$115K +1,800 +6%
EH
22
Equitable Holdings
New York
$1.72M +$1.84M +28,971 New
CA
23
CWC Advisors
Oregon
$1.32M +$1.42M +22,283 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.2M +$184K +2,886 +17%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$964K +$141K +2,220 +16%

QMOM Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q1 2025, worth a combined $151M — down 6.9% from $162M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QMOM and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $4.46M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.09M sold.

  • 55 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q1 2025, down from 59 in Q4 2024.
  • Funds reported $151M of Alpha Architect US Quantitative Momentum ETF stock for Q1 2025, down 6.9% quarter-over-quarter.
  • 8 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q1 2025 and 9 closed out, a net change of -1 holder.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q1 2025 was LPL Financial, an estimated $4.46M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q1 2025 was Empowered Funds, an estimated $7.09M sold.

Based on aggregated 13F filings for Q1 2025.