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Cambria Global Momentum ETF

36 hedge funds and large institutions have $92.2M invested in Cambria Global Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3336 (+3)

5.49% more ownership

Funds ownership: 61.57%67.06% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $94.6M → $92.2M (-$2.41M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
8
Reduced
13
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
$44M
Betterment LLC
2
Betterment LLC
New York
$10.9M -$841K -31,331 -7%
CIM
3
Cambria Investment Management
California
$10.8M -$843K -31,405 -7%
EH
4
Equitable Holdings
New York
$5.69M -$2.17M -80,878 -28%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.78M +$5.61K +209 +0.1%
AI
6
Arvest Investments
Arkansas
$3.15M +$3.08M +114,549 New
CAN
7
Cetera Advisor Networks
California
$2.97M -$692K -25,772 -19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.05M +$76.1K +2,834 +4%
LPL Financial
9
LPL Financial
California
$1.55M -$563K -20,965 -27%
LNC
10
Lincoln National Corp
Pennsylvania
$1.29M +$10.9K +406 +0.9%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$742K -$2.82K -105 -0.4%
CIA
12
Compass Ion Advisors
Pennsylvania
$641K -$126K -4,695 -17%
Corient Private Wealth
13
Corient Private Wealth
Florida
$540K -$228K -8,486 -30%
Truist Financial
14
Truist Financial
North Carolina
$491K -$275K -10,250 -36%
TWP
15
Tempus Wealth Planning
California
$397K -$83.6K -3,114 -18%
MA
16
Mutual Advisors
Nebraska
$335K -$90.4K -3,368 -22%
RJA
17
Raymond James & Associates
Florida
$318K -$120K -4,470 -28%
Citadel Advisors
18
Citadel Advisors
Florida
$283K +$4.48K +167 +2%
PFA
19
Professional Financial Advisors
Nebraska
$239K +$618 +23 +0.3%
Creative Planning
20
Creative Planning
Kansas
$227K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$227K +$222K +8,269 New
VCM
22
Vivaldi Capital Management
Illinois
$214K +$211K +7,863 New
Morgan Stanley
23
Morgan Stanley
New York
$165K +$80.6K +3,002 +100%
Osaic Holdings
24
Osaic Holdings
Arizona
$54K -$808K -30,087 -94%
UBS Group
25
UBS Group
Switzerland
$38.8K +$33.6K +1,253 +798%

GMOM Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q4 2023, worth a combined $92.2M — down 2.5% from $94.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GMOM positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $222K. The largest seller was Equitable Holdings, cutting an estimated $2.17M.

  • 36 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $92.2M of Cambria Global Momentum ETF stock for Q4 2023, down 2.5% quarter-over-quarter.
  • 7 funds opened new Cambria Global Momentum ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Cambria Global Momentum ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $222K added.
  • The largest Cambria Global Momentum ETF seller in Q4 2023 was Equitable Holdings, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2023.