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Cambria Tail Risk ETF
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Overview Fund Activity

57 hedge funds and large institutions have $176M invested in Cambria Tail Risk ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
17
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$20.4M
2
GG
Gofen & Glossberg
Illinois
+$11.1M
3
PPW
Pasadena Private Wealth
California
+$9.38M
4
RJA
Raymond James & Associates
Florida
+$3.44M
5
Stifel Financial
Stifel Financial
Missouri
+$3.18M

Top Sellers

1
TCM
Tuttle Capital Management
Connecticut
-$16.3M
2
DAS
Dynamic Advisor Solutions
Arizona
-$13.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$9.17M
4
OFW
Omnia Family Wealth
Florida
-$8.82M
5
LPL Financial
LPL Financial
California
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$61K +$29.3K +1,428 +92%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$16K -$1.29M -61,886 -99%
PFA
53
Professional Financial Advisors
Nebraska
$14K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$9K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$6K – – –
GWM
56
Geneos Wealth Management
Colorado
$1K +$928 +1,295 +1,295%
OFW
57
Omnia Family Wealth
Florida
– -$8.82M -408,079 Closed
HCA
58
Heck Capital Advisors
Wisconsin
– -$3.55M -164,479 Closed
CCMG
59
Clark Capital Management Group
Pennsylvania
– -$2.95M -136,553 Closed
AWA
60
Acorn Wealth Advisors
Michigan
– -$889K -41,152 Closed
CA
61
Cetera Advisors
Colorado
– -$639K -29,592 Closed
Creative Planning
62
Creative Planning
Kansas
– -$274K -12,684 Closed
RJFSA
63
Raymond James Financial Services Advisors
Florida
– -$269K -12,431 Closed
CAN
64
Cetera Advisor Networks
California
– -$264K -12,220 Closed
IAIM
65
International Assets Investment Management
Florida
– -$238K -11,000 Closed
AWA
66
Arete Wealth Advisors
Illinois
– -$202K -9,343 Closed
CFA
67
Carroll Financial Associates
North Carolina
– -$98K -4,546 Closed
AWM
68
Atticus Wealth Management
Florida
– -$76K -3,500 Closed
AssetMark Inc
69
AssetMark Inc
California
– -$2K -70 Closed
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