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Cambria Global Momentum ETF

18 hedge funds and large institutions have $44.4M invested in Cambria Global Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.97% less ownership

Funds ownership: 56.83%54.87% (-2%)

5% less funds holding

Funds holding: 1918 (-1)

23% less capital invested

Capital invested by funds: $57.5M → $44.4M (-$13.2M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.4%
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
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$14.2M -$2.89M -116,531 -16%
CIM
2
Cambria Investment Management
California
$14.1M -$1.71M -68,911 -10%
FAIM
3
Financial Advocates Investment Management
Washington
$5.14M -$974K -39,233 -15%
CAN
4
Cetera Advisor Networks
California
$4.64M -$370K -14,904 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M +$1.64M +66,048 New
BCM
6
Brookstone Capital Management
Illinois
$1.27M +$132K +5,325 +11%
Citadel Advisors
7
Citadel Advisors
Florida
$968K +$147K +5,901 +16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$797K -$133K -5,372 -13%
LPL Financial
9
LPL Financial
California
$753K -$5.39K -217 -0.7%
PFA
10
Professional Financial Advisors
Nebraska
$258K -$151K -6,061 -35%
Morgan Stanley
11
Morgan Stanley
New York
$254K +$23.6K +950 +9%
AFP
12
Ausdal Financial Partners
Iowa
$252K +$26.3K +1,059 +11%
FAAS
13
First Allied Advisory Services
California
$250K +$13.8K +554 +5%
SPIA
14
Steward Partners Investment Advisory
New York
$11K
Osaic Holdings
15
Osaic Holdings
Arizona
$5K +$4.97K +200 New
UBS Group
16
UBS Group
Switzerland
$4K +$4.45K +179 New
TRCT
17
Tower Research Capital (TRC)
New York
$2K
AI
18
Atria Investments
North Carolina
-$1.79M -69,700 Closed
WIA
19
World Investment Advisors
California
-$896K -34,629 Closed
Jane Street
20
Jane Street
New York
-$350K -13,659 Closed
Stifel Financial
21
Stifel Financial
Missouri
-$203K -7,911 Closed
Wells Fargo
22
Wells Fargo
California
+$25 +1 New

GMOM Hedge Fund Activity: Q1 2020 in Review

18 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q1 2020, worth a combined $44.4M — down 23% from $57.5M a quarter earlier.

Fund positioning in GMOM was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.64M. The largest seller was Betterment LLC, cutting an estimated $2.89M.

  • 18 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q1 2020, down from 19 in Q4 2019.
  • Funds reported $44.4M of Cambria Global Momentum ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 4 funds opened new Cambria Global Momentum ETF positions in Q1 2020 and 4 closed out, a net change of 0 holders.
  • The largest Cambria Global Momentum ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.64M added.
  • The largest Cambria Global Momentum ETF seller in Q1 2020 was Betterment LLC, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2020.