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Cambria Global Value ETF

21 hedge funds and large institutions have $55.5M invested in Cambria Global Value ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more capital invested

Capital invested by funds: $17.5M → $55.5M (+$38M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

26.65% more ownership

Funds ownership: 16.89%43.54% (+27%)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$24.7M +$13.6M +739,883 +149%
AFFA
2
ALM First Financial Advisors
Texas
$18M +$16.5M +900,000 New
BCM
3
Brookstone Capital Management
Illinois
$3.28M +$139K +7,586 +5%
Betterment LLC
4
Betterment LLC
New York
$2.69M +$151K +8,234 +7%
IA
5
IFG Advisory
Georgia
$2.06M +$88.4K +4,810 +5%
EF
6
Empirical Finance
Pennsylvania
$1.01M +$922K +50,174 New
Morgan Stanley
7
Morgan Stanley
New York
$767K +$16.1K +875 +2%
Citadel Advisors
8
Citadel Advisors
Florida
$550K +$504K +27,443 New
KAS
9
Kestra Advisory Services
Texas
$505K +$41.1K +2,236 +10%
PHS
10
Pekin Hardy Strauss
Illinois
$442K -$47.8K -2,599 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$359K +$84.7K +4,608 +35%
LB
12
Legacy Bridge
Iowa
$277K
Jane Street
13
Jane Street
New York
$212K -$823K -44,797 -81%
LPL Financial
14
LPL Financial
California
$206K
EE
15
EWG Elevate
California
$172K +$158K +8,575 New
UBS Group
16
UBS Group
Switzerland
$77.2K -$44K -2,394 -38%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46K -$570 -31 -1%
HI
18
Harbour Investments
Wisconsin
$10.7K +$9.78K +532 New
FIA
19
FNY Investment Advisers
New York
$6K
CFGS
20
Concourse Financial Group Securities
Alabama
$1.35K -$2.33K -127 -65%
JWM
21
Janiczek Wealth Management
Colorado
$533 -$460 -25 -49%
OMC
22
Old Mission Capital
Illinois
-$174K -10,868 Closed
PFA
23
Professional Financial Advisors
Nebraska
-$28K -1,728 Closed
Wells Fargo
24
Wells Fargo
California
-$18 -1 Closed

GVAL Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Global Value ETF (GVAL) for Q4 2022, worth a combined $55.5M — up 217% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GVAL positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $823K.

  • 21 institutional investors held Cambria Global Value ETF (GVAL) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $55.5M of Cambria Global Value ETF stock for Q4 2022, up 217% quarter-over-quarter.
  • 5 funds opened new Cambria Global Value ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest Cambria Global Value ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $13.6M added.
  • The largest Cambria Global Value ETF seller in Q4 2022 was Jane Street, an estimated $823K sold.

Based on aggregated 13F filings for Q4 2022.