Cambria Tail Risk ETF
TAIL
30 hedge funds and large institutions have $19.9M invested in Cambria Tail Risk ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.36% less ownership
Funds ownership: 30.93% → 25.57% (-5.4%)
6% less funds holding
Funds holding: 32 → 30 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
27% less capital invested
Capital invested by funds: $27.2M → $19.9M (-$7.32M)
97% less call options, than puts
Call options by funds: $3K | Put options by funds: $86K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$749K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$305K |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$175K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$71.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$368K |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$168K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
National Bank of Canada
Montreal,
Quebec, Canada
| $4.21K | – | – | – |
|
|
MG
27
Mather Group
Chicago,
Illinois
| $2.52K | +$2.46K | +208 | New |
|
|
JWM
28
Janiczek Wealth Management
Denver,
Colorado
| $665 | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $59 | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $58 | -$142 | -12 | -71% |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$368K | -30,396 | Closed |
|
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$164K | -13,557 | Closed |
|
|
ARC
33
Advisor Resource Council
Dallas,
Texas
| – | -$168K | -13,113 | Closed |
|
|
SEP
34
Southland Equity Partners
Wildwood,
Missouri
| – | -$132K | -10,921 | Closed |
|
|
IGWM
35
ICA Group Wealth Management
Denver,
Colorado
| – | -$9.48K | -783 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -766 | Closed |
|
|
BHWM
37
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$1.33K | -110 | Closed |
|
TAIL Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cambria Tail Risk ETF (TAIL) for Q2 2024, worth a combined $19.9M — down 27% from $27.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TAIL and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.19M. The largest seller was LPL Financial, cutting an estimated $5.38M.
- 30 institutional investors held Cambria Tail Risk ETF (TAIL) as of Q2 2024, down from 32 in Q1 2024.
- Funds reported $19.9M of Cambria Tail Risk ETF stock for Q2 2024, down 27% quarter-over-quarter.
- 6 funds opened new Cambria Tail Risk ETF positions in Q2 2024 and 7 closed out, a net change of -1 holder.
- The largest Cambria Tail Risk ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $1.19M added.
- The largest Cambria Tail Risk ETF seller in Q2 2024 was LPL Financial, an estimated $5.38M sold.
Based on aggregated 13F filings for Q2 2024.