Cambria Trinity ETF
TRTY
10 hedge funds and large institutions have $846K invested in Cambria Trinity ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
4.47% less ownership
Funds ownership: 7.15% → 2.68% (-4.5%)
30% less capital invested
Capital invested by funds: $1.21M → $846K (-$365K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$246K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$24.1K |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$18.5K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$616K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$39.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $267K | -$616K | -25,513 | -70% |
|
|
CIM
2
Cambria Investment Management
Manhattan Beach,
California
| $248K | +$246K | +10,200 | New |
|
3
US Bancorp
Minneapolis,
Minnesota
| $133K | – | – | – |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $89K | -$39.2K | -1,625 | -31% |
|
5
Morgan Stanley
New York
| $50K | – | – | – |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $35K | +$24.1K | +1,000 | +222% |
|
|
TPWA
7
TRUE Private Wealth Advisors
Salem,
Oregon
| $18K | +$18.5K | +767 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
|
CFD
9
Creative Financial Designs
Kokomo,
Indiana
| $2K | – | – | – |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
TRTY Hedge Fund Activity: Q2 2019 in Review
10 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q2 2019, worth a combined $846K — down 30% from $1.21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TRTY positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Cambria Investment Management, opening a new position worth an estimated $246K. The largest seller was Citadel Advisors, cutting an estimated $616K.
- 10 institutional investors held Cambria Trinity ETF (TRTY) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $846K of Cambria Trinity ETF stock for Q2 2019, down 30% quarter-over-quarter.
- 3 funds opened new Cambria Trinity ETF positions in Q2 2019 and 0 closed out, a net change of +3 holders.
- The largest Cambria Trinity ETF buyer in Q2 2019 was Cambria Investment Management, an estimated $246K added.
- The largest Cambria Trinity ETF seller in Q2 2019 was Citadel Advisors, an estimated $616K sold.
Based on aggregated 13F filings for Q2 2019.