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Cambria Global Asset Allocation ETF

19 hedge funds and large institutions have $19.9M invested in Cambria Global Asset Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

59% more capital invested

Capital invested by funds: $12.5M → $19.9M (+$7.41M)

6% more funds holding

Funds holding: 1819 (+1)

0.45% more ownership

Funds ownership: 40.2%40.65% (+0.45%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$7.46M +$7.47M +277,722 New
LPL Financial
2
LPL Financial
California
$6.88M +$70.6K +2,625 +1%
PFA
3
Professional Financial Advisors
Nebraska
$1.64M -$46.7K -1,735 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.34M +$1.37M +50,973 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$756K +$773K +28,742 New
VWA
6
Visionary Wealth Advisors
Illinois
$651K +$111K +4,128 +20%
BFA
7
Beacon Financial Advisory
Ohio
$469K
IA
8
IFG Advisory
Georgia
$314K +$161 +6 +0.1%
MA
9
Mutual Advisors
Nebraska
$247K
Osaic Holdings
10
Osaic Holdings
Arizona
$87.1K -$74.4K -2,765 -45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19K
NS
12
NBC Securities
Alabama
$18K +$19K +706 New
AF
13
Advisornet Financial
Minnesota
$17.1K -$3.66K -136 -17%
SS
14
Sunbelt Securities
Texas
$11.4K -$29.9K -1,113 -72%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$6.74K
NCM
16
Northwest Capital Management
Oregon
$5.26K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$5K
UBS Group
18
UBS Group
Switzerland
$762 -$5.14K -191 -87%
AWM
19
Avior Wealth Management
Nebraska
$100
HNB
20
Huntington National Bank
Ohio
$26
Wells Fargo
21
Wells Fargo
California
$6
IGWM
22
ICA Group Wealth Management
Colorado
-$7.44K -275 Closed
GWM
23
Geneos Wealth Management
Colorado
-$1.71K -63 Closed

GAA Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Asset Allocation ETF (GAA) for Q3 2023, worth a combined $19.9M — up 59% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GAA positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.37M. The largest seller was Osaic Holdings, cutting an estimated $74.4K.

  • 19 institutional investors held Cambria Global Asset Allocation ETF (GAA) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $19.9M of Cambria Global Asset Allocation ETF stock for Q3 2023, up 59% quarter-over-quarter.
  • 4 funds opened new Cambria Global Asset Allocation ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
  • The largest Cambria Global Asset Allocation ETF buyer in Q3 2023 was HighTower Advisors, an estimated $1.37M added.
  • The largest Cambria Global Asset Allocation ETF seller in Q3 2023 was Osaic Holdings, an estimated $74.4K sold.

Based on aggregated 13F filings for Q3 2023.