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Cambria Global Momentum ETF

33 hedge funds and large institutions have $104M invested in Cambria Global Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $92.2M → $104M (+$11.8M)

5.1% more ownership

Funds ownership: 67.06%72.16% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 3633 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
11
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
$46.6M
Betterment LLC
2
Betterment LLC
New York
$11.5M -$66.2K -2,378 -0.6%
CIM
3
Cambria Investment Management
California
$11.4M -$48K -1,725 -0.4%
EH
4
Equitable Holdings
New York
$6.96M +$897K +32,247 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.67M -$370K -13,299 -8%
AI
6
Arvest Investments
Arkansas
$3.37M +$33.1K +1,191 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.04M +$2.9M +104,399 New
CAN
8
Cetera Advisor Networks
California
$3.03M -$110K -3,938 -4%
BA
9
Brightwater Advisory
Florida
$2.23M +$2.13M +76,572 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.21M +$32.6K +1,172 +2%
LPL Financial
11
LPL Financial
California
$1.81M +$166K +5,973 +11%
LNC
12
Lincoln National Corp
Pennsylvania
$1.06M -$291K -10,463 -22%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$955K +$682K +24,529 +297%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$815K +$28K +1,007 +4%
Jane Street
15
Jane Street
New York
$741K +$708K +25,468 New
Citadel Advisors
16
Citadel Advisors
Florida
$605K +$292K +10,507 +102%
CIA
17
Compass Ion Advisors
Pennsylvania
$568K -$106K -3,804 -16%
Truist Financial
18
Truist Financial
North Carolina
$505K -$13.9K -500 -3%
MA
19
Mutual Advisors
Nebraska
$473K +$113K +4,046 +33%
TWP
20
Tempus Wealth Planning
California
$315K -$101K -3,613 -25%
PFA
21
Professional Financial Advisors
Nebraska
$249K -$3.73K -134 -2%
NA
22
NewEdge Advisors
Louisiana
$242K +$231K +8,300 New
Creative Planning
23
Creative Planning
Kansas
$241K
VCM
24
Vivaldi Capital Management
Illinois
$227K
Morgan Stanley
25
Morgan Stanley
New York
$87.3K -$83.5K -3,002 -50%

GMOM Hedge Fund Activity: Q1 2024 in Review

33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q1 2024, worth a combined $104M — up 13% from $92.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GMOM and 6 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.9M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $540K sold.

  • 33 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $104M of Cambria Global Momentum ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 6 funds opened new Cambria Global Momentum ETF positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest Cambria Global Momentum ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.9M added.
  • The largest Cambria Global Momentum ETF seller in Q1 2024 was Corient Private Wealth, an estimated $540K sold.

Based on aggregated 13F filings for Q1 2024.