Cambiar Aggressive Value ETF
CAMX
9 hedge funds and large institutions have $5.39M invested in Cambiar Aggressive Value ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
24% more capital invested
Capital invested by funds: $4.36M → $5.39M (+$1.04M)
0.93% more ownership
Funds ownership: 8.38% → 9.31% (+0.93%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$516K |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$20.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.1K |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$2.95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
Cambiar Investors
Denver,
Colorado
| $4.38M | +$516K | +18,865 | +14% |
|
|
KBFS
2
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $336K | – | – | – |
|
|
SPIA
3
Steward Partners Investment Advisory
New York
| $318K | – | – | – |
|
|
WA
4
Waddell & Associates
Memphis,
Tennessee
| $316K | -$2.95K | -108 | -1% |
|
|
BEI
5
Benjamin Edwards Inc
Clayton,
Missouri
| $22K | +$20.9K | +766 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $13.2K | +$12.3K | +451 | New |
|
|
7
Morgan Stanley
New York
| $3.45K | -$23.1K | -844 | -88% |
|
|
KFI
8
Key Financial Inc
West Chester,
Pennsylvania
| $2.55K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.96K | +$1.83K | +67 | New |
|
CAMX Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cambiar Aggressive Value ETF (CAMX) for Q1 2024, worth a combined $5.39M — up 24% from $4.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAMX positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Cambiar Investors, adding an estimated $516K. The largest seller was Morgan Stanley, cutting an estimated $23.1K.
- 9 institutional investors held Cambiar Aggressive Value ETF (CAMX) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $5.39M of Cambiar Aggressive Value ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 3 funds opened new Cambiar Aggressive Value ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest Cambiar Aggressive Value ETF buyer in Q1 2024 was Cambiar Investors, an estimated $516K added.
- The largest Cambiar Aggressive Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $23.1K sold.
Based on aggregated 13F filings for Q1 2024.