Cambiar Aggressive Value ETF
CAMX
8 hedge funds and large institutions have $1.13M invested in Cambiar Aggressive Value ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
26% more capital invested
Capital invested by funds: $899K → $1.13M (+$231K)
14% more funds holding
Funds holding: 7 → 8 (+1)
0.43% more ownership
Funds ownership: 1.93% → 2.36% (+0.43%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
+$274K |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
+$26.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$101K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KBFS
1
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $283K | +$274K | +11,482 | New |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $270K | – | – | – |
|
|
WA
3
Waddell & Associates
Memphis,
Tennessee
| $269K | – | – | – |
|
|
4
Jane Street
New York
| $259K | -$101K | -4,227 | -29% |
|
|
WWP
5
WR Wealth Planners
Columbia,
Missouri
| $27.7K | +$26.8K | +1,125 | New |
|
6
Morgan Stanley
New York
| $11.9K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $6.91K | – | – | – |
|
|
KFI
8
Key Financial Inc
West Chester,
Pennsylvania
| $2.15K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$18.9K | -806 | Closed |
|
CAMX Hedge Fund Activity: Q2 2023 in Review
8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambiar Aggressive Value ETF (CAMX) for Q2 2023, worth a combined $1.13M — up 26% from $899K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CAMX positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Kohmann Bosshard Financial Services, opening a new position worth an estimated $274K. The largest seller was Jane Street, cutting an estimated $101K.
- 8 institutional investors held Cambiar Aggressive Value ETF (CAMX) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $1.13M of Cambiar Aggressive Value ETF stock for Q2 2023, up 26% quarter-over-quarter.
- 2 funds opened new Cambiar Aggressive Value ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Cambiar Aggressive Value ETF buyer in Q2 2023 was Kohmann Bosshard Financial Services, an estimated $274K added.
- The largest Cambiar Aggressive Value ETF seller in Q2 2023 was Jane Street, an estimated $101K sold.
Based on aggregated 13F filings for Q2 2023.