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Cambria Tail Risk ETF
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Overview Fund Activity

55 hedge funds and large institutions have $166M invested in Cambria Tail Risk ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
21
Reduced
14
Closed
17
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
SL
Systelligence LLC
Minnesota
+$16.7M
2
OFW
Omnia Family Wealth
Florida
+$11.4M
3
AWM
AE Wealth Management
Kansas
+$9.45M
4
OPCM
Osborne Partners Capital Management
California
+$8.85M
5
OMC
Old Mission Capital
Illinois
+$6.63M

Top Sellers

1
CCP
Cardan Capital Partners
Colorado
-$30.4M
2
SI
Stephens Inc
Arkansas
-$16.7M
3
PPW
Pasadena Private Wealth
California
-$9.38M
4
LPL Financial
LPL Financial
California
-$5.44M
5
Stifel Financial
Stifel Financial
Missouri
-$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$27.6M +$3.43M +183,125 +14%
FEG
2
Financial Enhancement Group
Indiana
$20.5M +$2.68M +142,729 +15%
SL
3
Systelligence LLC
Minnesota
$16.7M +$16.7M +888,300 New
OFW
4
Omnia Family Wealth
Florida
$11.4M +$11.4M +606,763 New
GG
5
Gofen & Glossberg
Illinois
$10.1M -$1.09M -58,071 -10%
AWM
6
AE Wealth Management
Kansas
$9.45M +$9.45M +503,712 New
OMC
7
Old Mission Capital
Illinois
$8.89M +$6.63M +353,727 +294%
OPCM
8
Osborne Partners Capital Management
California
$8.85M +$8.85M +471,832 New
TWM
9
TMD Wealth Management
Arizona
$5.71M +$5.71M +304,641 New
RJA
10
Raymond James & Associates
Florida
$4.39M -$470K -25,046 -10%
LPL Financial
11
LPL Financial
California
$4.37M -$5.44M -290,273 -55%
MIAN
12
Mariner Independent Advisor Network
Kansas
$4.1M -$1.26M -67,433 -24%
LAS
13
Lloyd Advisory Services
Georgia
$3.77M +$3.77M +200,942 New
CAG
14
Csenge Advisory Group
Florida
$3.72M +$416K +22,260 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.57M -$38.2K -2,038 -1%
DAS
16
Dynamic Advisor Solutions
Arizona
$2.2M +$341K +18,168 +18%
SIA
17
Soltis Investment Advisors
Utah
$1.82M +$115K +6,143 +7%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.75M +$514K +27,401 +41%
ACM
19
Arlington Capital Management
Illinois
$1.66M +$235K +12,516 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.48M +78,708 +873%
KAS
21
Kestra Advisory Services
Texas
$1.5M +$869K +46,315 +138%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.19M +$34.2K +1,824 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.17M +$260K +13,855 +29%
NA
24
NewEdge Advisors
Louisiana
$1.15M +$1.15M +61,499 New
PCWA
25
Pacific Capital Wealth Advisors
California
$1.12M -$58.8K -3,137 -5%
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