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Cambria Global Momentum ETF

19 hedge funds and large institutions have $79.4M invested in Cambria Global Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

2% more capital invested

Capital invested by funds: $77.5M → $79.4M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.67% less ownership

Funds ownership: 73.33%72.67% (-0.67%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$28.6M +$2.86M +115,300 +11%
Betterment LLC
2
Betterment LLC
New York
$21.6M -$952K -38,415 -4%
FAIM
3
Financial Advocates Investment Management
Washington
$12.6M -$1.01M -40,576 -7%
CAN
4
Cetera Advisor Networks
California
$6.22M +$132K +5,314 +2%
AI
5
Atria Investments
North Carolina
$3.42M -$92.1K -3,718 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.29M -$10.2K -413 -0.8%
BCM
7
Brookstone Capital Management
Illinois
$1.19M +$89.6K +3,615 +8%
WIA
8
World Investment Advisors
California
$935K -$748K -30,167 -45%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$836K +$825K +33,293 New
LPL Financial
10
LPL Financial
California
$804K +$69.1K +2,790 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$644K -$1.52M -61,421 -71%
FAAS
12
First Allied Advisory Services
California
$384K
KM
13
Kalos Management
Georgia
$300K -$41.5K -1,673 -12%
Stifel Financial
14
Stifel Financial
Missouri
$272K
Morgan Stanley
15
Morgan Stanley
New York
$256K +$253K +10,196 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$101K
AG
17
Advisor Group
Arizona
$5K +$4.96K +200 New
TRCT
18
Tower Research Capital (TRC)
New York
$3K
Jane Street
19
Jane Street
New York
-$546K -22,442 Closed
UBS Group
20
UBS Group
Switzerland
-$20K -805 Closed
CFA
21
Carroll Financial Associates
North Carolina
-$2K -86 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
+$25 +1 New

GMOM Hedge Fund Activity: Q1 2019 in Review

19 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q1 2019, worth a combined $79.4M — up 2.4% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GMOM positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $2.86M. The largest seller was Citadel Advisors, cutting an estimated $1.52M.

  • 19 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q1 2019, up from 18 in Q4 2018.
  • Funds reported $79.4M of Cambria Global Momentum ETF stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 4 funds opened new Cambria Global Momentum ETF positions in Q1 2019 and 3 closed out, a net change of +1 holder.
  • The largest Cambria Global Momentum ETF buyer in Q1 2019 was Cambria Investment Management, an estimated $2.86M added.
  • The largest Cambria Global Momentum ETF seller in Q1 2019 was Citadel Advisors, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2019.