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Cambria Global Momentum ETF

22 hedge funds and large institutions have $73.6M invested in Cambria Global Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 2022 (+2)

2.11% more ownership

Funds ownership: 59.79%61.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $74.5M → $73.6M (-$872K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
5
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
$30.6M +$1.4M +55,296 +5%
Betterment LLC
2
Betterment LLC
New York
$20.2M
FAIM
3
Financial Advocates Investment Management
Washington
$7.39M -$1.98M -78,126 -21%
CAN
4
Cetera Advisor Networks
California
$5.74M -$210K -8,277 -4%
AI
5
Atria Investments
North Carolina
$2.47M -$83.8K -3,310 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.32M +$387K +15,263 +42%
BCM
7
Brookstone Capital Management
Illinois
$1.17M -$505K -19,933 -30%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.05M -$11.5K -455 -1%
WIA
9
World Investment Advisors
California
$969K -$3.55K -140 -0.4%
LPL Financial
10
LPL Financial
California
$819K +$8.59K +339 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$405K +$12.9K +511 +3%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$318K +$318K +12,555 New
FAAS
13
First Allied Advisory Services
California
$263K +$264K +10,405 New
Morgan Stanley
14
Morgan Stanley
New York
$259K
AFP
15
Ausdal Financial Partners
Iowa
$237K +$236K +9,329 New
KM
16
Kalos Management
Georgia
$211K -$146K -5,762 -41%
FHA
17
Flagship Harbor Advisors
Massachusetts
$79K
UBS Group
18
UBS Group
Switzerland
$47K -$5.32K -210 -10%
SPIA
19
Steward Partners Investment Advisory
New York
$12K +$10.2K +403 +463%
AG
20
Advisor Group
Arizona
$5K
TRCT
21
Tower Research Capital (TRC)
New York
$3K
Jane Street
22
Jane Street
New York
-$673K -26,755 Closed
Stifel Financial
23
Stifel Financial
Missouri
-$284K -11,374 Closed
Wells Fargo
24
Wells Fargo
California
+$25 +1 New

GMOM Hedge Fund Activity: Q3 2019 in Review

22 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q3 2019, worth a combined $73.6M — down 1.2% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GMOM positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $1.4M. The largest seller was Financial Advocates Investment Management, cutting an estimated $1.98M.

  • 22 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q3 2019, up from 20 in Q2 2019.
  • Funds reported $73.6M of Cambria Global Momentum ETF stock for Q3 2019, down 1.2% quarter-over-quarter.
  • 4 funds opened new Cambria Global Momentum ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest Cambria Global Momentum ETF buyer in Q3 2019 was Cambria Investment Management, an estimated $1.4M added.
  • The largest Cambria Global Momentum ETF seller in Q3 2019 was Financial Advocates Investment Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2019.