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Cambria Global Momentum ETF

31 hedge funds and large institutions have $95.5M invested in Cambria Global Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 72.16%70.47% (-1.7%)

6% less funds holding

Funds holding: 3331 (-2)

8% less capital invested

Capital invested by funds: $104M → $95.5M (-$8.47M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
14
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
$45.6M
Betterment LLC
2
Betterment LLC
New York
$11.1M -$81.2K -2,821 -0.7%
CIM
3
Cambria Investment Management
California
$11.1M -$66.6K -2,314 -0.6%
EH
4
Equitable Holdings
New York
$6.44M -$384K -13,329 -6%
AI
5
Arvest Investments
Arkansas
$3.04M -$262K -9,089 -8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.81M -$164K -5,708 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.61M -$1.98M -68,794 -43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.16M -$1.73K -60 -0.1%
LPL Financial
9
LPL Financial
California
$1.8M +$28.7K +997 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.76M +$832K +28,876 +88%
Jane Street
11
Jane Street
New York
$1.31M +$590K +20,490 +80%
BA
12
Brightwater Advisory
Florida
$836K -$1.36M -47,254 -62%
Osaic Holdings
13
Osaic Holdings
Arizona
$764K +$738K +25,634 +2,233%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$630K -$170K -5,896 -21%
CIA
15
Compass Ion Advisors
Pennsylvania
$568K
Citadel Advisors
16
Citadel Advisors
Florida
$521K -$73.2K -2,542 -12%
MA
17
Mutual Advisors
Nebraska
$469K +$202 +7 +0%
Truist Financial
18
Truist Financial
North Carolina
$418K -$77.8K -2,700 -16%
TWP
19
Tempus Wealth Planning
California
$305K -$3.43K -119 -1%
UBS Group
20
UBS Group
Switzerland
$272K +$275K +9,554 New
PFA
21
Professional Financial Advisors
Nebraska
$239K -$4.64K -161 -2%
Creative Planning
22
Creative Planning
Kansas
$236K
VCM
23
Vivaldi Capital Management
Illinois
$224K
Morgan Stanley
24
Morgan Stanley
New York
$85.5K
CA
25
Continuum Advisory
Idaho
$58.2K

GMOM Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q2 2024, worth a combined $95.5M — down 8.1% from $104M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GMOM and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $832K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.98M.

  • 31 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q2 2024, down from 33 in Q1 2024.
  • Funds reported $95.5M of Cambria Global Momentum ETF stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 3 funds opened new Cambria Global Momentum ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Cambria Global Momentum ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $832K added.
  • The largest Cambria Global Momentum ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2024.