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Cambria Tail Risk ETF
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Overview Fund Activity

54 hedge funds and large institutions have $253M invested in Cambria Tail Risk ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
25
Reduced
13
Closed
15
Calls
$11K
Puts
$5K
Net Calls
+$6K
Net Calls Change
-$15K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$41.6M
2
BPWM
Badgley Phelps Wealth Managers
Washington
$14.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.84M
4
WWM
Western Wealth Management
Colorado
$4.01M
5
SFP
Sweet Financial Partners
Minnesota
$3.74M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
$2K
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
AFP
Ausdal Financial Partners
Iowa
$0
4
ARC
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Adalta Capital Management
New York
$1.49M -$262K -15,700 -15%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.46M -$1.15M -68,764 -44%
EE
28
EWG Elevate
California
$1.34M +$121K +7,249 +10%
RIA
29
Regal Investment Advisors
Michigan
$1.3M +$15.5K +928 +1%
WS
30
Wedbush Securities
California
$1.02M +$104K +6,274 +11%
RJA
31
Raymond James & Associates
Florida
$920K +$517K +31,042 +128%
ICG
32
InterOcean Capital Group
Tennessee
$665K +$85.5K +5,131 +15%
PFS
33
Prospera Financial Services
Texas
$441K +$191K +11,473 +76%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$408K -$46K -2,761 -10%
WWP
35
WR Wealth Planners
Missouri
$328K +$328K +19,726 New
RFA
36
Resurgent Financial Advisors
Georgia
$294K +$117K +7,004 +66%
SS
37
Simplicity Solutions
Minnesota
$281K +$281K +16,882 New
OPS
38
Orion Portfolio Solutions
Nebraska
$234K +$234K +14,056 New
TI
39
Tidal Investments
Wisconsin
$201K -$337K -20,263 -63%
NA
40
NewEdge Advisors
Louisiana
$187K -$37K -2,221 -17%
Morgan Stanley
41
Morgan Stanley
New York
$118K +$11.7K +700 +11%
WAM
42
Worth Asset Management
Texas
$92K +$92K +5,240 New
LPP
43
Life Planning Partners
Florida
$76K -$19.8K -1,185 -21%
UBS Group
44
UBS Group
Switzerland
$34K -$2.26K -136 -6%
US Bancorp
45
US Bancorp
Minnesota
$20K +$20K +1,219 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$7K +$607 +38 +10%
HA
47
Herold Advisors
New York
$5.83K +$5.83K +350 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$5K – – –
NL
49
NVWM LLC
Pennsylvania
$5K +$5K +275 New
Simplex Trading
50
Simplex Trading
Illinois
$4K +$1.36K +97 +52%
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