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Cambria Tail Risk ETF
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Overview Fund Activity

37 hedge funds and large institutions have $113M invested in Cambria Tail Risk ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+17
Holders Change %
+85%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
21
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
+$21.9M
2
DAS
Dynamic Advisor Solutions
Arizona
+$14.8M
3
SI
Stephens Inc
Arkansas
+$14.7M
4
LPL Financial
LPL Financial
California
+$9.67M
5
OFW
Omnia Family Wealth
Florida
+$8.89M

Top Sellers

1
PCM
Penserra Capital Management
California
-$1.14M
2
LJAC
L.J. Altfest & Co
New York
-$1.01M
3
CFA
Carroll Financial Associates
North Carolina
-$738K
4
CIM
Cambria Investment Management
California
-$704K
5
FFN
Focus Financial Network
Minnesota
-$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
1
CIBC World Market
Ontario, Canada
$21.9M +$21.9M +982,543 New
LPL Financial
2
LPL Financial
California
$18.4M +$9.67M +434,701 +110%
DAS
3
Dynamic Advisor Solutions
Arizona
$16.1M +$14.8M +663,666 +1,088%
SI
4
Stephens Inc
Arkansas
$14.7M +$14.7M +662,280 New
OFW
5
Omnia Family Wealth
Florida
$8.89M +$8.89M +399,440 New
CIM
6
Cambria Investment Management
California
$5.23M -$704K -31,659 -12%
FEG
7
Financial Enhancement Group
Indiana
$3.65M +$3.65M +164,097 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.35M +$3.35M +150,425 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.72M +$2.24M +100,467 +465%
IA
10
IFG Advisory
Georgia
$2.57M +$2.57M +115,654 New
PCWA
11
Pacific Capital Wealth Advisors
California
$2.43M -$406K -18,235 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.58M +$916K +41,157 +139%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.39M -$153K -6,899 -10%
SS
14
Simplicity Solutions
Minnesota
$1.13M +$1.13M +50,882 New
AWM
15
AE Wealth Management
Kansas
$1.13M +$1.13M +50,882 New
MHS
16
M Holdings Securities
Oregon
$1.01M +$1.01M +45,392 New
LHC
17
Little House Capital
Massachusetts
$958K +$958K +43,073 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$827K -$175K -7,871 -17%
AFP
19
Ausdal Financial Partners
Iowa
$766K +$766K +34,444 New
LJAC
20
L.J. Altfest & Co
New York
$745K -$1.01M -45,183 -57%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$636K +$636K +28,603 New
KWA
22
KCS Wealth Advisory
California
$524K +$524K +23,567 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$482K +$18.1K +815 +4%
WP
24
WealthShield Partners
North Carolina
$406K +$406K +18,248 New
GG
25
Gofen & Glossberg
Illinois
$400K +$400K +18,000 New
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