Cambria Tail Risk ETF
TAIL
51 hedge funds and large institutions have $117M invested in Cambria Tail Risk ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 12 closing their positions.
683% more call options, than puts
Call options by funds: $47K | Put options by funds: $6K
10% more capital invested
Capital invested by funds: $106M → $117M (+$10.9M)
4.89% more ownership
Funds ownership: 57.83% → 62.72% (+4.9%)
2% more funds holding
Funds holding: 50 → 51 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.41M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$1.37M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$753K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$707K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.85M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$2.27M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.26M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.13M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.23M |
TAIL Hedge Fund Activity: Q2 2023 in Review
51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Tail Risk ETF (TAIL) for Q2 2023, worth a combined $117M — up 10% from $106M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TAIL positions and 12 closed out — a net gain of 1 holder — while 16 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $16.9M. The largest seller was Integrated Wealth Concepts, cutting an estimated $2.85M.
- 51 institutional investors held Cambria Tail Risk ETF (TAIL) as of Q2 2023, up from 50 in Q1 2023.
- Funds reported $117M of Cambria Tail Risk ETF stock for Q2 2023, up 10% quarter-over-quarter.
- 13 funds opened new Cambria Tail Risk ETF positions in Q2 2023 and 12 closed out, a net change of +1 holder.
- The largest Cambria Tail Risk ETF buyer in Q2 2023 was AE Wealth Management, an estimated $16.9M added.
- The largest Cambria Tail Risk ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $2.85M sold.
Based on aggregated 13F filings for Q2 2023.