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Cambria Global Asset Allocation ETF

22 hedge funds and large institutions have $25.2M invested in Cambria Global Asset Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $19.9M → $25.2M (+$5.28M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

16% more funds holding

Funds holding: 1922 (+3)

8.16% more ownership

Funds ownership: 40.65%48.81% (+8.2%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$8.15M +$357K +13,394 +5%
LPL Financial
2
LPL Financial
California
$7.35M +$50.7K +1,903 +0.7%
ARC
3
Advisor Resource Council
Texas
$3.35M +$3.2M +120,242 New
PFA
4
Professional Financial Advisors
Nebraska
$1.79M +$50.2K +1,886 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.13M -$278K -10,431 -20%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$788K -$13K -489 -2%
VWA
7
Visionary Wealth Advisors
Illinois
$711K +$20K +750 +3%
BFA
8
Beacon Financial Advisory
Ohio
$462K -$33.2K -1,248 -7%
IA
9
IFG Advisory
Georgia
$352K +$17.9K +674 +6%
Stifel Financial
10
Stifel Financial
Missouri
$340K +$325K +12,193 New
MA
11
Mutual Advisors
Nebraska
$262K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$245K +$234K +8,794 New
Osaic Holdings
13
Osaic Holdings
Arizona
$71.1K -$20.3K -763 -23%
AWM
14
Able Wealth Management
New Jersey
$51.7K +$49.4K +1,856 New
IGWM
15
ICA Group Wealth Management
Colorado
$47.6K +$45.5K +1,708 New
ASN
16
Advisory Services Network
Georgia
$40.1K +$38.3K +1,438 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20K
NS
18
NBC Securities
Alabama
$19K
AF
19
Advisornet Financial
Minnesota
$18.1K
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$7.16K
AWM
21
Avior Wealth Management
Nebraska
$100
Morgan Stanley
22
Morgan Stanley
New York
$78 +$53 +2 New
HNB
23
Huntington National Bank
Ohio
$28
Wells Fargo
24
Wells Fargo
California
$1
SS
25
Sunbelt Securities
Texas
-$11.4K -433 Closed

GAA Hedge Fund Activity: Q4 2023 in Review

22 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Asset Allocation ETF (GAA) for Q4 2023, worth a combined $25.2M — up 26% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAA positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Advisor Resource Council, opening a new position worth an estimated $3.2M. The largest seller was HighTower Advisors, cutting an estimated $278K.

  • 22 institutional investors held Cambria Global Asset Allocation ETF (GAA) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $25.2M of Cambria Global Asset Allocation ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 7 funds opened new Cambria Global Asset Allocation ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Cambria Global Asset Allocation ETF buyer in Q4 2023 was Advisor Resource Council, an estimated $3.2M added.
  • The largest Cambria Global Asset Allocation ETF seller in Q4 2023 was HighTower Advisors, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2023.