Cambiar Aggressive Value ETF
CAMX
6 hedge funds and large institutions have $4.36M invested in Cambiar Aggressive Value ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
14% more capital invested
Capital invested by funds: $3.82M → $4.36M (+$538K)
0.33% more ownership
Funds ownership: 8.06% → 8.38% (+0.33%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$488K |
| 2 |
Morgan Stanley
New York
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$227K |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$27.6K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.46K |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$174 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
Cambiar Investors
Denver,
Colorado
| $3.45M | +$488K | +19,675 | +18% |
|
|
KBFS
2
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $303K | – | – | – |
|
|
WA
3
Waddell & Associates
Memphis,
Tennessee
| $288K | -$174 | -7 | -0.1% |
|
|
SPIA
4
Steward Partners Investment Advisory
New York
| $287K | -$2.46K | -99 | -0.9% |
|
|
5
Morgan Stanley
New York
| $25.4K | +$11.9K | +481 | +100% |
|
|
KFI
6
Key Financial Inc
West Chester,
Pennsylvania
| $2.3K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$227K | -9,247 | Closed |
|
|
WWP
8
WR Wealth Planners
Columbia,
Missouri
| – | -$27.6K | -1,125 | Closed |
|
CAMX Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cambiar Aggressive Value ETF (CAMX) for Q4 2023, worth a combined $4.36M — up 14% from $3.82M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CAMX and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Cambiar Investors, adding an estimated $488K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $227K sold.
- 6 institutional investors held Cambiar Aggressive Value ETF (CAMX) as of Q4 2023, down from 8 in Q3 2023.
- Funds reported $4.36M of Cambiar Aggressive Value ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 0 funds opened new Cambiar Aggressive Value ETF positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest Cambiar Aggressive Value ETF buyer in Q4 2023 was Cambiar Investors, an estimated $488K added.
- The largest Cambiar Aggressive Value ETF seller in Q4 2023 was Susquehanna International Group, an estimated $227K sold.
Based on aggregated 13F filings for Q4 2023.