Cambria Trinity ETF
TRTY
4 hedge funds and large institutions have $282K invested in Cambria Trinity ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 4 closing their positions.
2.83% less ownership
Funds ownership: 3.58% → 0.75% (-2.8%)
56% less funds holding
Funds holding: 9 → 4 (-5)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
82% less capital invested
Capital invested by funds: $1.54M → $282K (-$1.26M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$907K |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$235K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.1K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$16.5K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
US Bancorp
Minneapolis,
Minnesota
| $173K | -$16.5K | -700 | -8% |
|
2
Morgan Stanley
New York
| $66K | – | – | – |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $39K | +$44K | +1,874 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $4K | -$42.1K | -1,793 | -90% |
|
|
CIM
5
Cambria Investment Management
Manhattan Beach,
California
| – | -$907K | -36,777 | Closed |
|
|
MC
6
Moors & Cabot
Boston,
Massachusetts
| – | -$235K | -9,500 | Closed |
|
|
FANJ
7
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$8K | -310 | Closed |
|
8
Wells Fargo
San Francisco,
California
| – | -$24 | -1 | Closed |
|
TRTY Hedge Fund Activity: Q1 2020 in Review
4 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q1 2020, worth a combined $282K — down 82% from $1.54M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TRTY and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was Cambria Investment Management, exiting entirely with an estimated $907K sold.
- 4 institutional investors held Cambria Trinity ETF (TRTY) as of Q1 2020, down from 9 in Q4 2019.
- Funds reported $282K of Cambria Trinity ETF stock for Q1 2020, down 82% quarter-over-quarter.
- 1 fund opened new Cambria Trinity ETF positions in Q1 2020 and 4 closed out, a net change of -3 holders.
- The largest Cambria Trinity ETF seller in Q1 2020 was Cambria Investment Management, an estimated $907K sold.
Based on aggregated 13F filings for Q1 2020.