Cambria Trinity ETF
TRTY
8 hedge funds and large institutions have $2.1M invested in Cambria Trinity ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
26% more capital invested
Capital invested by funds: $1.67M → $2.1M (+$432K)
3.58% less ownership
Funds ownership: 4.04% → 0.46% (-3.6%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.02M |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$1.86K |
| 3 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
+$1.39K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$527 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$609K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$47.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
1
Kestra Advisory Services
Austin,
Texas
| $1.02M | +$1.02M | +36,912 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $578K | -$609K | -21,939 | -51% |
|
|
PWAG
3
Polaris Wealth Advisory Group
San Rafael,
California
| $425K | – | – | – |
|
|
4
US Bancorp
Minneapolis,
Minnesota
| $37K | -$47.6K | -1,715 | -56% |
|
|
JWM
5
Janiczek Wealth Management
Denver,
Colorado
| $34K | +$1.86K | +67 | +6% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4K | -$5.55K | -200 | -57% |
|
|
7
UBS Group
Zurich,
Switzerland
| $1K | +$527 | +19 | New |
|
|
TWA
8
TCI Wealth Advisors
Tucson,
Arizona
| $1K | +$1.39K | +50 | New |
|
TRTY Hedge Fund Activity: Q2 2021 in Review
8 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q2 2021, worth a combined $2.1M — up 26% from $1.67M 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 3 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.02M. The largest seller was Susquehanna International Group, cutting an estimated $609K.
- 8 institutional investors held Cambria Trinity ETF (TRTY) as of Q2 2021, up from 5 in Q1 2021.
- Funds reported $2.1M of Cambria Trinity ETF stock for Q2 2021, up 26% quarter-over-quarter.
- 3 funds opened new Cambria Trinity ETF positions in Q2 2021 and 0 closed out, a net change of +3 holders.
- The largest Cambria Trinity ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $1.02M added.
- The largest Cambria Trinity ETF seller in Q2 2021 was Susquehanna International Group, an estimated $609K sold.
Based on aggregated 13F filings for Q2 2021.