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Cambria Global Momentum ETF

30 hedge funds and large institutions have $90.3M invested in Cambria Global Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.84% more ownership

Funds ownership: 70.47%80.31% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3130 (-1)

5% less capital invested

Capital invested by funds: $95.5M → $90.3M (-$5.18M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

74% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 19

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$49.5M +$2.11M +73,148 +5%
Betterment LLC
2
Betterment LLC
New York
$11.2M -$392K -13,607 -3%
CIM
3
Cambria Investment Management
California
$11.1M -$382K -13,270 -3%
AI
4
Arvest Investments
Arkansas
$3.13M -$25.1K -871 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.92M +$198K +6,874 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.73M -$186K -6,461 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.22M -$24.1K -837 -1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.45M -$363K -12,591 -20%
LPL Financial
9
LPL Financial
California
$830K -$1.01M -35,133 -56%
Osaic Holdings
10
Osaic Holdings
Arizona
$775K -$17.4K -605 -2%
Jane Street
11
Jane Street
New York
$640K -$701K -24,337 -53%
LA
12
Lifeworks Advisors
Michigan
$562K +$547K +18,982 New
MA
13
Mutual Advisors
Nebraska
$475K +$374 +13 +0.1%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$399K -$249K -8,630 -39%
Truist Financial
15
Truist Financial
North Carolina
$364K -$67.7K -2,350 -16%
BA
16
Brightwater Advisory
Florida
$340K -$514K -17,842 -61%
TWP
17
Tempus Wealth Planning
California
$286K -$29.7K -1,032 -10%
UBS Group
18
UBS Group
Switzerland
$276K -$6.31K -219 -2%
PFA
19
Professional Financial Advisors
Nebraska
$247K -$1.24K -43 -0.5%
CIA
20
Compass Ion Advisors
Pennsylvania
$239K -$329K -11,426 -59%
VCM
21
Vivaldi Capital Management
Illinois
$219K -$13.5K -470 -6%
FAIM
22
Financial Advocates Investment Management
Washington
$205K +$221K +7,681 New
Morgan Stanley
23
Morgan Stanley
New York
$88.8K +$29 +1 +0%
CA
24
Continuum Advisory
Idaho
$51.2K -$8.64K -300 -15%
HGA
25
Hobbs Group Advisors
South Carolina
$41.2K +$144 +5 +0.4%

GMOM Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Momentum ETF (GMOM) for Q3 2024, worth a combined $90.3M — down 5.4% from $95.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GMOM and 2 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 5 added.

The largest buyer was ALM First Financial Advisors, adding an estimated $2.11M. The largest seller was Equitable Holdings, exiting entirely with an estimated $6.44M sold.

  • 30 institutional investors held Cambria Global Momentum ETF (GMOM) as of Q3 2024, down from 31 in Q2 2024.
  • Funds reported $90.3M of Cambria Global Momentum ETF stock for Q3 2024, down 5.4% quarter-over-quarter.
  • 2 funds opened new Cambria Global Momentum ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest Cambria Global Momentum ETF buyer in Q3 2024 was ALM First Financial Advisors, an estimated $2.11M added.
  • The largest Cambria Global Momentum ETF seller in Q3 2024 was Equitable Holdings, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2024.