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Cambria Global Momentum ETF

38 hedge funds and large institutions have $101M invested in Cambria Global Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 59.03%59.08% (+0.05%)

0% more funds holding

Funds holding: 3838 (0)

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% less capital invested

Capital invested by funds: $102M → $101M (-$1.1M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$44.3M
Betterment LLC
2
Betterment LLC
New York
$11.8M -$260K -9,369 -2%
CIM
3
Cambria Investment Management
California
$11.7M -$261K -9,389 -2%
EH
4
Equitable Holdings
New York
$7.57M +$238K +8,584 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.49M +$337K +12,152 +7%
CAN
6
Cetera Advisor Networks
California
$4.09M -$373K -13,427 -8%
LPL Financial
7
LPL Financial
California
$2.41M -$1.78M -64,156 -42%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.1M -$308K -11,083 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.82M +$14.4K +519 +0.8%
LNC
10
Lincoln National Corp
Pennsylvania
$1.09M -$28.8K -1,036 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$1.02M +$511K +18,399 +99%
CIA
12
Compass Ion Advisors
Pennsylvania
$966K -$460K -16,587 -32%
Truist Financial
13
Truist Financial
North Carolina
$819K -$5.55K -200 -0.7%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$764K +$7.99K +288 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$648K +$650K +23,417 New
TWP
16
Tempus Wealth Planning
California
$470K +$28.8K +1,036 +6%
RJA
17
Raymond James & Associates
Florida
$451K -$69K -2,487 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$427K -$49.3K -1,775 -10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$391K +$10.3K +371 +3%
MA
20
Mutual Advisors
Nebraska
$333K +$41K +1,476 +14%
AFP
21
Ausdal Financial Partners
Iowa
$305K -$129K -4,656 -30%
WMP
22
Wealth Management Partners
Arizona
$300K
BCM
23
Brookstone Capital Management
Illinois
$271K -$895K -32,249 -77%
EP
24
Eudaimonia Partners
Tennessee
$271K +$11.7K +420 +4%
PFA
25
Professional Financial Advisors
Nebraska
$242K +$36.7K +1,322 +18%

GMOM Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q2 2023, worth a combined $101M — down 1.1% from $102M a quarter earlier.

Fund positioning in GMOM was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $650K. The largest seller was LPL Financial, cutting an estimated $1.78M.

  • 38 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $101M of Cambria Global Momentum ETF stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 4 funds opened new Cambria Global Momentum ETF positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest Cambria Global Momentum ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $650K added.
  • The largest Cambria Global Momentum ETF seller in Q2 2023 was LPL Financial, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2023.