We are live on ! Find out more
GAA icon

Cambria Global Asset Allocation ETF
GAA

16 hedge funds and large institutions have $15.8M invested in Cambria Global Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

12% more capital invested

Capital invested by funds: $14M → $15.8M (+$1.75M)

5.31% more ownership

Funds ownership: 45.34% → 50.65% (+5.3%)

0% more funds holding

Funds holding: 16 → 16 (0)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$820K
2
LPL Financial
LPL Financial
California
+$578K
3
Citadel Advisors
Citadel Advisors
Florida
+$365K
4
IA
IFG Advisory
Georgia
+$72.3K
5
SS
Sunbelt Securities
Texas
+$42.1K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$49.5K
2
Osaic Holdings
Osaic Holdings
Arizona
-$45K
3
PFA
Professional Financial Advisors
Nebraska
-$40.3K
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$29.6K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$7.52M +$578K +21,045 +8%
Stifel Financial
2
Stifel Financial
Missouri
$2.51M +$820K +29,856 +47%
FANJ
3
Financial Architects (New Jersey)
New Jersey
$2.21M -$29.6K -1,077 -1%
PFA
4
Professional Financial Advisors
Nebraska
$1.73M -$40.3K -1,469 -2%
BFA
5
Beacon Financial Advisory
Ohio
$478K -$10K -365 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$357K +$365K +13,308 New
Osaic Holdings
7
Osaic Holdings
Arizona
$328K -$45K -1,639 -12%
IA
8
IFG Advisory
Georgia
$303K +$72.3K +2,632 +30%
MA
9
Mutual Advisors
Nebraska
$252K – – –
SS
10
Sunbelt Securities
Texas
$41K +$42.1K +1,533 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19K – – –
UBS Group
12
UBS Group
Switzerland
$14.4K -$49.5K -1,804 -77%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$6.93K – – –
EI
14
Ellevest Inc
New York
$5.36K – – –
GWM
15
Geneos Wealth Management
Colorado
$1.69K – – –
AWM
16
Avior Wealth Management
Nebraska
$100 – – –
HNB
17
Huntington National Bank
Ohio
$27 – – –
Wells Fargo
18
Wells Fargo
California
$25 – – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
– -$13K -500 Closed

GAA Hedge Fund Activity: Q1 2023 in Review

16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Asset Allocation ETF (GAA) for Q1 2023, worth a combined $15.8M — up 12% from $14M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GAA positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Stifel Financial, adding an estimated $820K. The largest seller was UBS Group, cutting an estimated $49.5K.

  • 16 institutional investors held Cambria Global Asset Allocation ETF (GAA) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $15.8M of Cambria Global Asset Allocation ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 2 funds opened new Cambria Global Asset Allocation ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest Cambria Global Asset Allocation ETF buyer in Q1 2023 was Stifel Financial, an estimated $820K added.
  • The largest Cambria Global Asset Allocation ETF seller in Q1 2023 was UBS Group, an estimated $49.5K sold.

Based on aggregated 13F filings for Q1 2023.