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Cambria Global Momentum ETF

40 hedge funds and large institutions have $107M invested in Cambria Global Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

70% more capital invested

Capital invested by funds: $62.6M → $107M (+$44.2M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

20.12% more ownership

Funds ownership: 37.45%57.57% (+20%)

14% more funds holding

Funds holding: 3540 (+5)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$45.3M +$46M +1,600,000 New
Betterment LLC
2
Betterment LLC
New York
$13M -$358K -12,444 -3%
CIM
3
Cambria Investment Management
California
$13M -$349K -12,148 -3%
EH
4
Equitable Holdings
New York
$6.7M +$3.58M +124,729 +112%
CAN
5
Cetera Advisor Networks
California
$4.7M +$122K +4,245 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.61M -$105K -3,649 -2%
LPL Financial
7
LPL Financial
California
$4.35M +$525K +18,254 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.2M +$452K +15,724 +25%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.94M -$3M -104,333 -60%
CIA
10
Compass Ion Advisors
Pennsylvania
$1.45M +$1.26M +44,004 +612%
BCM
11
Brookstone Capital Management
Illinois
$1.26M -$200K -6,973 -14%
ACA
12
Atlas Capital Advisors
Wyoming
$1.01M +$18.4K +639 +2%
Truist Financial
13
Truist Financial
North Carolina
$884K -$16.8K -585 -2%
LNC
14
Lincoln National Corp
Pennsylvania
$725K +$438K +15,253 +147%
RJA
15
Raymond James & Associates
Florida
$709K -$286K -9,949 -28%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$647K +$159K +5,536 +32%
PFA
17
Professional Financial Advisors
Nebraska
$599K +$57 +2 +0%
Citadel Advisors
18
Citadel Advisors
Florida
$457K -$677K -23,562 -59%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$414K +$420K +14,614 New
TWP
20
Tempus Wealth Planning
California
$391K +$78.4K +2,727 +25%
AFP
21
Ausdal Financial Partners
Iowa
$356K +$30.5K +1,062 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$342K +$26.9K +937 +8%
Creative Planning
23
Creative Planning
Kansas
$278K
ASN
24
Advisory Services Network
Georgia
$271K +$275K +9,575 New
EP
25
Eudaimonia Partners
Tennessee
$257K +$34.5K +1,200 +15%

GMOM Hedge Fund Activity: Q4 2022 in Review

40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q4 2022, worth a combined $107M — up 70% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GMOM positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $3.58M. The largest seller was Commonwealth Equity Services, cutting an estimated $3M.

  • 40 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $107M of Cambria Global Momentum ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 10 funds opened new Cambria Global Momentum ETF positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Cambria Global Momentum ETF buyer in Q4 2022 was Equitable Holdings, an estimated $3.58M added.
  • The largest Cambria Global Momentum ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.