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Cambria Global Momentum ETF

20 hedge funds and large institutions have $74.5M invested in Cambria Global Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

6% less capital invested

Capital invested by funds: $79.4M → $74.5M (-$4.92M)

12.88% less ownership

Funds ownership: 72.67%59.79% (-13%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$29M +$391K +15,627 +1%
Betterment LLC
2
Betterment LLC
New York
$20.2M -$1.4M -56,166 -7%
FAIM
3
Financial Advocates Investment Management
Washington
$9.31M -$3.3M -131,826 -26%
CAN
4
Cetera Advisor Networks
California
$5.91M -$310K -12,399 -5%
AI
5
Atria Investments
North Carolina
$2.54M -$883K -35,327 -26%
BCM
6
Brookstone Capital Management
Illinois
$1.66M +$465K +18,608 +39%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.05M -$237K -9,478 -18%
WIA
8
World Investment Advisors
California
$954K +$26.8K +1,073 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$922K +$83.2K +3,328 +10%
LPL Financial
10
LPL Financial
California
$805K -$1.05K -42 -0.1%
Jane Street
11
Jane Street
New York
$673K +$669K +26,755 New
Citadel Advisors
12
Citadel Advisors
Florida
$389K -$255K -10,188 -40%
KM
13
Kalos Management
Georgia
$354K +$53.2K +2,126 +18%
Stifel Financial
14
Stifel Financial
Missouri
$284K +$11.7K +466 +4%
Morgan Stanley
15
Morgan Stanley
New York
$257K
FHA
16
Flagship Harbor Advisors
Massachusetts
$78K -$22.9K -915 -23%
UBS Group
17
UBS Group
Switzerland
$52K +$51.7K +2,067 New
AG
18
Advisor Group
Arizona
$5K
TRCT
19
Tower Research Capital (TRC)
New York
$3K
SPIA
20
Steward Partners Investment Advisory
New York
$2K +$2.17K +87 New
FAAS
21
First Allied Advisory Services
California
-$384K -15,274 Closed

GMOM Hedge Fund Activity: Q2 2019 in Review

20 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q2 2019, worth a combined $74.5M — down 6.2% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GMOM positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $669K. The largest seller was Financial Advocates Investment Management, cutting an estimated $3.3M.

  • 20 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q2 2019, up from 19 in Q1 2019.
  • Funds reported $74.5M of Cambria Global Momentum ETF stock for Q2 2019, down 6.2% quarter-over-quarter.
  • 3 funds opened new Cambria Global Momentum ETF positions in Q2 2019 and 2 closed out, a net change of +1 holder.
  • The largest Cambria Global Momentum ETF buyer in Q2 2019 was Jane Street, an estimated $669K added.
  • The largest Cambria Global Momentum ETF seller in Q2 2019 was Financial Advocates Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2019.