Cambria Global Real Estate ETF
BLDG
9 hedge funds and large institutions have $16.8M invested in Cambria Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
8.11% less ownership
Funds ownership: 82.09% → 73.98% (-8.1%)
10% less funds holding
Funds holding: 10 → 9 (-1)
22% less capital invested
Capital invested by funds: $21.5M → $16.8M (-$4.63M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$160K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.25K |
| 3 |
Morgan Stanley
New York
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Magnus Financial Group
New York
|
-$3.97M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$126K |
| 3 |
Betterment LLC
New York
|
-$26.9K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.41K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Cambria Investment Management
Manhattan Beach,
California
| $8.55M | +$160K | +6,561 | +2% |
|
|
AFFA
2
ALM First Financial Advisors
Dallas,
Texas
| $6.47M | – | – | – |
|
|
FTUS
3
Flow Traders U.S.
New York
| $860K | -$126K | -5,183 | -13% |
|
|
4
Betterment LLC
New York
| $828K | -$26.9K | -1,107 | -3% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $119K | -$268 | -11 | -0.2% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8.12K | +$8.25K | +339 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $1.03K | -$2.41K | -99 | -70% |
|
|
JWM
8
Janiczek Wealth Management
Denver,
Colorado
| $488 | – | – | – |
|
|
9
Morgan Stanley
New York
| $24 | +$24 | +1 | New |
|
|
MFG
10
Magnus Financial Group
New York
| – | -$3.97M | -159,474 | Closed |
|
|
AAS
11
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.83K | -75 | Closed |
|
12
JP Morgan Chase
New York
| – | -$1.22K | -49 | Closed |
|
BLDG Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Real Estate ETF (BLDG) for Q2 2023, worth a combined $16.8M — down 22% from $21.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BLDG and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Cambria Investment Management, adding an estimated $160K. The largest seller was Magnus Financial Group, exiting entirely with an estimated $3.97M sold.
- 9 institutional investors held Cambria Global Real Estate ETF (BLDG) as of Q2 2023, down from 10 in Q1 2023.
- Funds reported $16.8M of Cambria Global Real Estate ETF stock for Q2 2023, down 22% quarter-over-quarter.
- 2 funds opened new Cambria Global Real Estate ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Cambria Global Real Estate ETF buyer in Q2 2023 was Cambria Investment Management, an estimated $160K added.
- The largest Cambria Global Real Estate ETF seller in Q2 2023 was Magnus Financial Group, an estimated $3.97M sold.
Based on aggregated 13F filings for Q2 2023.