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Alpha Architect US Quantitative Momentum ETF

60 hedge funds and large institutions have $175M invested in Alpha Architect US Quantitative Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $338K | Put options by funds: $104K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $151M → $175M (+$24.4M)

9% more funds holding

Funds holding: 5560 (+5)

2.8% more ownership

Funds ownership: 50.46%53.26% (+2.8%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
11
Increased
23
Reduced
17
Closed
6
Calls
$338K
Puts
$104K
Net Calls
+$234K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$26.4M +$1.84M +30,630 +8%
CFS
2
Commonwealth Financial Services
West Virginia
$14.1M +$986K +16,413 +8%
SFO
3
Stokes Family Office
Louisiana
$12.1M -$25.4K -422 -0.2%
BP
4
BWM Planning
Texas
$11M +$2.84M +47,207 +39%
EF
5
Empirical Finance
Pennsylvania
$9.88M -$489K -8,136 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$9.83M -$1.01M -16,883 -10%
VFG
7
Valley Financial Group
Pennsylvania
$9.49M +$409K +6,808 +5%
LPL Financial
8
LPL Financial
California
$8.8M -$328K -5,464 -4%
EFG
9
Ethos Financial Group
Pennsylvania
$7.91M +$2.1M +34,929 +40%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.43M +$178K +2,956 +3%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.18M +$28.4K +473 +0.5%
ODA
12
One Degree Advisors
California
$6.16M +$506K +8,416 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$5.08M +$4.09M +68,117 +674%
JWM
14
JPL Wealth Management
Colorado
$4.1M +$3.79M +63,034 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.74M -$129K -2,145 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.38M -$529K -8,813 -14%
VF
17
Vestment Financial
Minnesota
$3.01M +$210K +3,494 +8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.77M +$492K +8,192 +23%
CIM
19
Cambria Investment Management
California
$2.36M -$378K -6,286 -15%
ATC
20
Advantage Trust Company
Kansas
$2.29M +$53.5K +891 +3%
SWM
21
Seed Wealth Management
Illinois
$2.01M
Two Sigma Investments
22
Two Sigma Investments
New York
$1.72M +$1.59M +26,500 New
EH
23
Equitable Holdings
New York
$1.35M -$490K -8,150 -28%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.33M +$21K +349 +2%
BBNB
25
Baker Boyer National Bank
Washington
$1.07M +$30.7K +511 +3%

QMOM Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Quantitative Momentum ETF (QMOM) for Q2 2025, worth a combined $175M — up 16% from $151M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QMOM positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.09M. The largest seller was MML Investors Services, cutting an estimated $3.25M.

  • 60 institutional investors held Alpha Architect US Quantitative Momentum ETF (QMOM) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $175M of Alpha Architect US Quantitative Momentum ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new Alpha Architect US Quantitative Momentum ETF positions in Q2 2025 and 6 closed out, a net change of +5 holders.
  • The largest Alpha Architect US Quantitative Momentum ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $4.09M added.
  • The largest Alpha Architect US Quantitative Momentum ETF seller in Q2 2025 was MML Investors Services, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.