Cambria Trinity ETF
TRTY
9 hedge funds and large institutions have $1.73M invested in Cambria Trinity ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $1.52M → $1.73M (+$212K)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.49% more ownership
Funds ownership: 3.36% → 3.86% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$206K |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$42.7K |
| 3 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$360 |
| 4 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
+$305 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$18.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
1
Kestra Advisory Services
Austin,
Texas
| $1.17M | +$206K | +7,432 | +21% |
|
|
PWAG
2
Polaris Wealth Advisory Group
San Rafael,
California
| $415K | – | – | – |
|
|
AF
3
Allworth Financial
Folsom,
California
| $42K | +$42.7K | +1,543 | New |
|
|
JWM
4
Janiczek Wealth Management
Denver,
Colorado
| $34K | +$360 | +13 | +1% |
|
|
5
UBS Group
Zurich,
Switzerland
| $31K | -$4.6K | -166 | -13% |
|
|
6
US Bancorp
Minneapolis,
Minnesota
| $18K | -$18.5K | -669 | -50% |
|
|
CCM
7
Cribstone Capital Management
Augusta,
Maine
| $10K | +$305 | +11 | +3% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
9
Koshinski Asset Management
Decatur,
Illinois
| $2.04K | – | – | – |
|
TRTY Hedge Fund Activity: Q4 2021 in Review
9 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q4 2021, worth a combined $1.73M — up 14% from $1.52M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TRTY positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $206K. The largest seller was US Bancorp, cutting an estimated $18.5K.
- 9 institutional investors held Cambria Trinity ETF (TRTY) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $1.73M of Cambria Trinity ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 1 fund opened new Cambria Trinity ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
- The largest Cambria Trinity ETF buyer in Q4 2021 was Kestra Advisory Services, an estimated $206K added.
- The largest Cambria Trinity ETF seller in Q4 2021 was US Bancorp, an estimated $18.5K sold.
Based on aggregated 13F filings for Q4 2021.