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Cambria Global Momentum ETF

33 hedge funds and large institutions have $94.6M invested in Cambria Global Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 59.08%61.57% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $101M → $94.6M (-$5.99M)

13% less funds holding

Funds holding: 3833 (-5)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$43.1M
Betterment LLC
2
Betterment LLC
New York
$11.5M -$15.3K -552 -0.1%
CIM
3
Cambria Investment Management
California
$11.4M -$16.2K -586 -0.1%
EH
4
Equitable Holdings
New York
$7.76M +$396K +14,304 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.68M -$689K -24,860 -13%
CAN
6
Cetera Advisor Networks
California
$3.6M -$392K -14,135 -10%
LPL Financial
7
LPL Financial
California
$2.08M -$271K -9,767 -11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.94M +$169K +6,111 +9%
LNC
9
Lincoln National Corp
Pennsylvania
$1.26M +$200K +7,209 +18%
Osaic Holdings
10
Osaic Holdings
Arizona
$864K -$1.21M -43,716 -58%
Corient Private Wealth
11
Corient Private Wealth
Florida
$758K +$779K +28,124 New
Truist Financial
12
Truist Financial
North Carolina
$757K -$41.6K -1,500 -5%
CIA
13
Compass Ion Advisors
Pennsylvania
$755K -$191K -6,890 -20%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$730K -$14.2K -511 -2%
TWP
15
Tempus Wealth Planning
California
$473K +$15.5K +560 +3%
RJA
16
Raymond James & Associates
Florida
$432K -$7.17K -259 -2%
MA
17
Mutual Advisors
Nebraska
$419K +$97.4K +3,515 +29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$419K +$2.74K +99 +0.6%
Citadel Advisors
19
Citadel Advisors
Florida
$273K -$745K -26,893 -73%
EP
20
Eudaimonia Partners
Tennessee
$264K
WMP
21
Wealth Management Partners
Arizona
$262K -$30.5K -1,100 -10%
PFA
22
Professional Financial Advisors
Nebraska
$233K -$2.52K -91 -1%
Creative Planning
23
Creative Planning
Kansas
$223K +$229K +8,272 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$201K -$15.5K -559 -7%
Morgan Stanley
25
Morgan Stanley
New York
$80.8K

GMOM Hedge Fund Activity: Q3 2023 in Review

33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q3 2023, worth a combined $94.6M — down 6% from $101M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GMOM and 3 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 7 added.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $779K. The largest seller was Osaic Holdings, cutting an estimated $1.21M.

  • 33 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q3 2023, down from 38 in Q2 2023.
  • Funds reported $94.6M of Cambria Global Momentum ETF stock for Q3 2023, down 6% quarter-over-quarter.
  • 3 funds opened new Cambria Global Momentum ETF positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest Cambria Global Momentum ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $779K added.
  • The largest Cambria Global Momentum ETF seller in Q3 2023 was Osaic Holdings, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2023.