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Cambria Tail Risk ETF

31 hedge funds and large institutions have $13.4M invested in Cambria Tail Risk ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.68% less ownership

Funds ownership: 25.91%20.23% (-5.7%)

6% less funds holding

Funds holding: 3331 (-2)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

37% less capital invested

Capital invested by funds: $21.4M → $13.4M (-$8.01M)

78% less call options, than puts

Call options by funds: $31K | Put options by funds: $138K

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
11
Closed
7
Calls
$31K
Puts
$138K
Net Calls
-$107K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.14M -$6.49M -564,565 -75%
SIA
2
Soltis Investment Advisors
Utah
$2.01M -$36.2K -3,148 -2%
PFA
3
Professional Financial Advisors
Nebraska
$1.33M +$42.1K +3,664 +3%
LPL Financial
4
LPL Financial
California
$1.12M -$91.1K -7,928 -7%
OP
5
ORG Partners
Indiana
$1.04M -$107K -9,285 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$718K +$737K +64,150 New
TI
7
Tidal Investments
Wisconsin
$672K +$93.5K +8,136 +16%
CWM
8
Cedar Wealth Management
California
$612K +$628K +54,675 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$607K +$623K +54,195 New
Jane Street
10
Jane Street
New York
$530K +$132K +11,467 +32%
Citadel Advisors
11
Citadel Advisors
Florida
$450K +$120K +10,413 +35%
P
12
&Partners
Tennessee
$364K -$110K -9,557 -22%
CWM
13
Centric Wealth Management
Illinois
$285K +$31.5K +2,739 +12%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$278K
OFG
15
Orcam Financial Group
California
$246K
LA
16
Lifeworks Advisors
Michigan
$218K +$5.64K +491 +3%
GIA
17
Gladstone Institutional Advisory
Florida
$206K +$1.1K +96 +0.5%
CMMS
18
Comprehensive Money Management Services
Florida
$193K +$199K +17,274 New
NWM
19
Napa Wealth Management
California
$138K -$180K -15,687 -56%
RFA
20
Resurgent Financial Advisors
Georgia
$112K
Osaic Holdings
21
Osaic Holdings
Arizona
$38.9K -$70.6K -6,143 -64%
CFGS
22
Concourse Financial Group Securities
Alabama
$19.8K -$11.5K -1,000 -36%
Morgan Stanley
23
Morgan Stanley
New York
$17.2K -$2.7K -235 -13%
AWM
24
AE Wealth Management
Kansas
$16.1K +$16.5K +1,436 New
OC
25
Oarsman Capital
Wisconsin
$5.04K -$57.5K -5,000 -92%

TAIL Hedge Fund Activity: Q4 2024 in Review

31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Tail Risk ETF (TAIL) for Q4 2024, worth a combined $13.4M — down 37% from $21.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TAIL and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $737K. The largest seller was Wells Fargo, cutting an estimated $6.49M.

  • 31 institutional investors held Cambria Tail Risk ETF (TAIL) as of Q4 2024, down from 33 in Q3 2024.
  • Funds reported $13.4M of Cambria Tail Risk ETF stock for Q4 2024, down 37% quarter-over-quarter.
  • 5 funds opened new Cambria Tail Risk ETF positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest Cambria Tail Risk ETF buyer in Q4 2024 was HighTower Advisors, an estimated $737K added.
  • The largest Cambria Tail Risk ETF seller in Q4 2024 was Wells Fargo, an estimated $6.49M sold.

Based on aggregated 13F filings for Q4 2024.