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Cambria Global Momentum ETF

40 hedge funds and large institutions have $107M invested in Cambria Global Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

70% more capital invested

Capital invested by funds: $62.6M → $107M (+$44.2M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

20.12% more ownership

Funds ownership: 37.45%57.57% (+20%)

14% more funds holding

Funds holding: 3540 (+5)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
26
Laurel Wealth Advisors (California)
California
$223K +$226K +7,858 New
MA
27
Mutual Advisors
Nebraska
$215K +$218K +7,600 New
FAIM
28
Financial Advocates Investment Management
Washington
$210K +$213K +7,421 New
Morgan Stanley
29
Morgan Stanley
New York
$85K
HI
30
Harbour Investments
Wisconsin
$56.6K +$51.7K +1,798 +895%
UBS Group
31
UBS Group
Switzerland
$32.9K +$33.3K +1,160 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$31K +$14.2K +495 +80%
LF
33
Lee Financial
Texas
$19.9K
PA
34
Parallel Advisors
California
$17.1K -$2.15K -75 -11%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
BAM
36
Belpointe Asset Management
Nevada
$10.6K +$10.8K +375 New
IGWM
37
ICA Group Wealth Management
Colorado
$8.95K +$9.08K +316 New
TRCT
38
Tower Research Capital (TRC)
New York
$3K
SPIA
39
Steward Partners Investment Advisory
New York
$1.9K
NA
40
NewEdge Advisors
Louisiana
$4 +$3.59K +125 New
MTWM
41
Masso Torrence Wealth Management
New Jersey
-$1.78M -62,894 Closed
WIA
42
World Investment Advisors
California
-$770K -27,161 Closed
OIA
43
OneDigital Investment Advisors
Kansas
-$449K -15,837 Closed
GG
44
Gofen & Glossberg
Illinois
-$415K -14,659 Closed
NFG
45
Nations Financial Group
Iowa
-$320K -11,300 Closed

GMOM Hedge Fund Activity: Q4 2022 in Review

40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q4 2022, worth a combined $107M — up 70% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GMOM positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $3.58M. The largest seller was Commonwealth Equity Services, cutting an estimated $3M.

  • 40 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $107M of Cambria Global Momentum ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 10 funds opened new Cambria Global Momentum ETF positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Cambria Global Momentum ETF buyer in Q4 2022 was Equitable Holdings, an estimated $3.58M added.
  • The largest Cambria Global Momentum ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.