Cambria Global Value ETF
GVAL
34 hedge funds and large institutions have $45.5M invested in Cambria Global Value ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 33 → 34 (+1)
4% more capital invested
Capital invested by funds: $43.7M → $45.5M (+$1.8M)
0.65% less ownership
Funds ownership: 30.61% → 29.96% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$704K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$585K |
| 3 |
LB
Legacy Bridge
West Des Moines,
Iowa
|
+$313K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$177K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$367K |
| 4 |
Betterment LLC
New York
|
-$322K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | -$897 | -39 | -2% |
|
27
Citigroup
New York
| $25K | +$207 | +9 | +0.9% |
|
|
EWM
28
EPG Wealth Management
Atlanta,
Georgia
| $25K | +$24.5K | +1,066 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $8K | – | – | – |
|
|
SWM
30
Sugarloaf Wealth Management
Duluth,
Georgia
| $3K | +$2.42K | +105 | New |
|
|
JWA
31
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $2K | +$2.37K | +103 | New |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $1K | +$23 | +1 | +2% |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$241K | -10,783 | Closed |
|
|
FAAS
34
First Allied Advisory Services
San Diego,
California
| – | -$181K | -8,024 | Closed |
|
35
William Blair & Company
Chicago,
Illinois
| – | -$105K | -4,700 | Closed |
|
|
CIAS
36
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$60K | -2,694 | Closed |
|
37
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -175 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$46 | +2 | New |
|
GVAL Hedge Fund Activity: Q4 2019 in Review
34 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Value ETF (GVAL) for Q4 2019, worth a combined $45.5M — up 4.1% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GVAL positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Prudential plc, opening a new position worth an estimated $704K. The largest seller was American Portfolios Advisors, cutting an estimated $1.05M.
- 34 institutional investors held Cambria Global Value ETF (GVAL) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $45.5M of Cambria Global Value ETF stock for Q4 2019, up 4.1% quarter-over-quarter.
- 6 funds opened new Cambria Global Value ETF positions in Q4 2019 and 5 closed out, a net change of +1 holder.
- The largest Cambria Global Value ETF buyer in Q4 2019 was Prudential plc, an estimated $704K added.
- The largest Cambria Global Value ETF seller in Q4 2019 was American Portfolios Advisors, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2019.