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Alpha Architect US Quantitative Momentum ETF

70 hedge funds and large institutions have $218M invested in Alpha Architect US Quantitative Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $191M → $218M (+$27M)

1.97% more ownership

Funds ownership: 55.81%57.79% (+2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 7170 (-1)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
10
Increased
22
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$27.7M -$1.58M -22,735 -5%
CFS
2
Commonwealth Financial Services
West Virginia
$20.9M +$1.91M +27,403 +10%
VFG
3
Valley Financial Group
Pennsylvania
$16.1M +$532K +7,637 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$14.6M +$8.81M +126,620 +146%
LPL Financial
5
LPL Financial
California
$14M +$2.02M +29,075 +17%
BP
6
BWM Planning
Texas
$13.7M +$281K +4,034 +2%
SFO
7
Stokes Family Office
Louisiana
$11.7M -$1.22M -17,527 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$9.16M -$318K -4,576 -3%
ODA
9
One Degree Advisors
California
$8.78M +$438K +6,299 +5%
DADC
10
D.A. Davidson & Co
Montana
$7.6M +$3.82M +54,924 +97%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.9M +$76.2K +1,095 +1%
JWM
12
JPL Wealth Management
Colorado
$6.89M +$775K +11,134 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.96M -$379K -5,444 -7%
EFG
14
Ethos Financial Group
Pennsylvania
$4.9M -$2.12M -30,480 -30%
EF
15
Empowered Funds
Pennsylvania
$4M -$107K -1,544 -3%
VF
16
Vestment Financial
Minnesota
$3.66M -$12.2K -175 -0.4%
EF
17
Empirical Finance
Pennsylvania
$3.58M +$3.65M +52,382 New
ATC
18
Advantage Trust Company
Kansas
$3.04M -$8.28K -119 -0.3%
BIG
19
Brookwood Investment Group
Arizona
$3M +$718K +10,310 +31%
SAI
20
Savvy Advisors Inc
New York
$2.79M +$2.84M +40,773 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.71M -$214K -3,080 -7%
CIM
22
Cambria Investment Management
California
$2.65M +$103K +1,473 +4%
SWM
23
Seed Wealth Management
Illinois
$2.11M
LKBC
24
L.K. Benson & Company
Maryland
$1.85M +$210K +3,021 +13%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$2.47M -35,455 -57%