Cambria Trinity ETF
TRTY
5 hedge funds and large institutions have $1.67M invested in Cambria Trinity ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $1.49M → $1.67M (+$176K)
0.14% more ownership
Funds ownership: 3.9% → 4.04% (+0.14%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$101K |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$39K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$33.9K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.14M | +$101K | +3,882 | +10% |
|
|
PWAG
2
Polaris Wealth Advisory Group
San Rafael,
California
| $414K | – | – | – |
|
|
3
US Bancorp
Minneapolis,
Minnesota
| $81K | -$33.9K | -1,300 | -30% |
|
|
JWM
4
Janiczek Wealth Management
Denver,
Colorado
| $31K | +$30.2K | +1,160 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$39K | -1,579 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$26 | -1 | Closed |
|
TRTY Hedge Fund Activity: Q1 2021 in Review
5 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q1 2021, worth a combined $1.67M — up 12% from $1.49M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TRTY and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, adding an estimated $101K. The largest seller was UBS Group, exiting entirely with an estimated $39K sold.
- 5 institutional investors held Cambria Trinity ETF (TRTY) as of Q1 2021, down from 6 in Q4 2020.
- Funds reported $1.67M of Cambria Trinity ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 1 fund opened new Cambria Trinity ETF positions in Q1 2021 and 2 closed out, a net change of -1 holder.
- The largest Cambria Trinity ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $101K added.
- The largest Cambria Trinity ETF seller in Q1 2021 was UBS Group, an estimated $39K sold.
Based on aggregated 13F filings for Q1 2021.