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Cambria Global Asset Allocation ETF

19 hedge funds and large institutions have $25.5M invested in Cambria Global Asset Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.64% more ownership

Funds ownership: 45.91%47.55% (+1.6%)

4% more capital invested

Capital invested by funds: $24.4M → $25.5M (+$1.08M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 2219 (-3)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$7.69M -$332K -11,461 -4%
LPL Financial
2
LPL Financial
California
$7.64M +$58.5K +2,017 +0.8%
ARC
3
Advisor Resource Council
Texas
$2.65M +$2.64M +91,121 New
SG
4
StoneX Group
New York
$2.02M +$44.3K +1,528 +2%
PFA
5
Professional Financial Advisors
Nebraska
$1.46M +$8.32K +287 +0.6%
E
6
EntreWealth
Texas
$1.27M -$209K -7,197 -14%
VWA
7
Visionary Wealth Advisors
Illinois
$1.1M -$2.32K -80 -0.2%
IA
8
IFG Advisory
Georgia
$536K +$18.3K +631 +4%
BFA
9
Beacon Financial Advisory
Ohio
$456K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$353K -$96.9K -3,344 -22%
CA
11
Cohalo Advisory
Washington
$241K +$145 +5 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$45.2K -$15.8K -545 -26%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$21K
NS
14
NBC Securities
Alabama
$20K +$20.5K +706 New
AF
15
Advisornet Financial
Minnesota
$11.3K
IA
16
IFP Advisors
Florida
$7.54K -$869 -30 -10%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$7.47K
Morgan Stanley
18
Morgan Stanley
New York
$46 -$638 -22 -96%
HNB
19
Huntington National Bank
Ohio
$29
Wells Fargo
20
Wells Fargo
California
$25
Citadel Advisors
21
Citadel Advisors
Florida
-$1.03M -35,897 Closed
AWS
22
Atria Wealth Solutions
New York
-$205K -7,156 Closed
UBS Group
23
UBS Group
Switzerland
-$4.49K -157 Closed
AWM
24
Avior Wealth Management
Nebraska
-$100 -100 Closed
FIA
25
FNY Investment Advisers
New York
-$1K -50 Closed

GAA Hedge Fund Activity: Q1 2025 in Review

19 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Asset Allocation ETF (GAA) for Q1 2025, worth a combined $25.5M — up 4.4% from $24.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GAA and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Advisor Resource Council, opening a new position worth an estimated $2.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.03M sold.

  • 19 institutional investors held Cambria Global Asset Allocation ETF (GAA) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $25.5M of Cambria Global Asset Allocation ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 2 funds opened new Cambria Global Asset Allocation ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Cambria Global Asset Allocation ETF buyer in Q1 2025 was Advisor Resource Council, an estimated $2.64M added.
  • The largest Cambria Global Asset Allocation ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2025.