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Cambria Global Asset Allocation ETF
GAA

15 hedge funds and large institutions have $13.5M invested in Cambria Global Asset Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.76% less ownership

Funds ownership: 45.49% → 39.73% (-5.8%)

17% less funds holding

Funds holding: 18 → 15 (-3)

17% less capital invested

Capital invested by funds: $16.3M → $13.5M (-$2.79M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$687K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$299K
3
Osaic Holdings
Osaic Holdings
Arizona
+$130K
4
UBS Group
UBS Group
Switzerland
+$59.9K
5
PFA
Professional Financial Advisors
Nebraska
+$36.7K

Top Sellers

Rank Fund Capital Flow
1
ARC
Advisor Resource Council
Texas
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$335K
3
HGWM
Horst & Graben Wealth Management
Oregon
-$202K
4
SWM
Spire Wealth Management
Virginia
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.65M +$687K +22,581 +11%
FANJ
2
Financial Architects (New Jersey)
New Jersey
$2.67M +$25.1K +825 +0.9%
PFA
3
Professional Financial Advisors
Nebraska
$1.73M +$36.7K +1,208 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$740K +$299K +9,846 +65%
BFA
5
Beacon Financial Advisory
Ohio
$604K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$594K +$130K +4,284 +27%
MA
7
Mutual Advisors
Nebraska
$278K – – –
GWM
8
Geneos Wealth Management
Colorado
$129K – – –
UBS Group
9
UBS Group
Switzerland
$86K +$59.9K +1,970 +213%
CCM
10
Cribstone Capital Management
Maine
$11K +$2.16K +71 +23%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$8K – – –
EI
12
Ellevest Inc
New York
$6K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3K +$3.53K +116 New
JWM
14
Janiczek Wealth Management
Colorado
$1K +$30 +1 +2%
ARC
15
Advisor Resource Council
Texas
– -$2.79M -89,694 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$335K -10,761 Closed
HGWM
17
Horst & Graben Wealth Management
Oregon
– -$202K -6,494 Closed
SWM
18
Spire Wealth Management
Virginia
– -$4K -115 Closed
Wells Fargo
19
Wells Fargo
California
– +$30 +1 New

GAA Hedge Fund Activity: Q1 2022 in Review

15 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Asset Allocation ETF (GAA) for Q1 2022, worth a combined $13.5M — down 17% from $16.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GAA and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $687K. The largest seller was Advisor Resource Council, exiting entirely with an estimated $2.79M sold.

  • 15 institutional investors held Cambria Global Asset Allocation ETF (GAA) as of Q1 2022, down from 18 in Q4 2021.
  • Funds reported $13.5M of Cambria Global Asset Allocation ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 2 funds opened new Cambria Global Asset Allocation ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest Cambria Global Asset Allocation ETF buyer in Q1 2022 was LPL Financial, an estimated $687K added.
  • The largest Cambria Global Asset Allocation ETF seller in Q1 2022 was Advisor Resource Council, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2022.