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Cambria Global Momentum ETF

19 hedge funds and large institutions have $57.5M invested in Cambria Global Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.07% less ownership

Funds ownership: 61.9%56.83% (-5.1%)

14% less funds holding

Funds holding: 2219 (-3)

22% less capital invested

Capital invested by funds: $73.6M → $57.5M (-$16.1M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$18.9M -$1.63M -64,010 -8%
CIM
2
Cambria Investment Management
California
$17.6M -$13.2M -520,776 -43%
FAIM
3
Financial Advocates Investment Management
Washington
$6.79M -$687K -27,021 -9%
CAN
4
Cetera Advisor Networks
California
$5.6M -$205K -8,064 -4%
AI
5
Atria Investments
North Carolina
$1.79M -$706K -27,759 -28%
BCM
6
Brookstone Capital Management
Illinois
$1.29M +$110K +4,327 +9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.03M -$25.3K -995 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$938K +$525K +20,647 +129%
WIA
9
World Investment Advisors
California
$896K -$85K -3,345 -9%
LPL Financial
10
LPL Financial
California
$853K +$24.2K +952 +3%
PFA
11
Professional Financial Advisors
Nebraska
$442K +$439K +17,263 New
Jane Street
12
Jane Street
New York
$350K +$347K +13,659 New
FAAS
13
First Allied Advisory Services
California
$266K
Morgan Stanley
14
Morgan Stanley
New York
$261K
AFP
15
Ausdal Financial Partners
Iowa
$256K +$14.9K +585 +6%
Stifel Financial
16
Stifel Financial
Missouri
$203K +$201K +7,911 New
SPIA
17
Steward Partners Investment Advisory
New York
$12K
AG
18
Advisor Group
Arizona
$5K
TRCT
19
Tower Research Capital (TRC)
New York
$3K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$1.32M -51,884 Closed
VAS
21
Vestmark Advisory Solutions
Massachusetts
-$318K -12,555 Closed
KM
22
Kalos Management
Georgia
-$211K -8,339 Closed
FHA
23
Flagship Harbor Advisors
Massachusetts
-$79K -3,125 Closed
UBS Group
24
UBS Group
Switzerland
-$47K -1,857 Closed
Wells Fargo
25
Wells Fargo
California
-$25 -1 Closed

GMOM Hedge Fund Activity: Q4 2019 in Review

19 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q4 2019, worth a combined $57.5M — down 22% from $73.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GMOM and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $525K. The largest seller was Cambria Investment Management, cutting an estimated $13.2M.

  • 19 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q4 2019, down from 22 in Q3 2019.
  • Funds reported $57.5M of Cambria Global Momentum ETF stock for Q4 2019, down 22% quarter-over-quarter.
  • 3 funds opened new Cambria Global Momentum ETF positions in Q4 2019 and 6 closed out, a net change of -3 holders.
  • The largest Cambria Global Momentum ETF buyer in Q4 2019 was Citadel Advisors, an estimated $525K added.
  • The largest Cambria Global Momentum ETF seller in Q4 2019 was Cambria Investment Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2019.