Cambria Trinity ETF
TRTY
10 hedge funds and large institutions have $2.81M invested in Cambria Trinity ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
63% more capital invested
Capital invested by funds: $1.73M → $2.81M (+$1.09M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
1.82% more ownership
Funds ownership: 3.86% → 5.68% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$469K |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$392K |
| 3 |
Jane Street
New York
|
+$246K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.13K |
| 5 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
+$2.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
1
Kestra Advisory Services
Austin,
Texas
| $1.66M | +$469K | +17,015 | +39% |
|
|
PWAG
2
Polaris Wealth Advisory Group
San Rafael,
California
| $419K | – | – | – |
|
|
FA
3
Fermata Advisors
Sonoma,
California
| $392K | +$392K | +14,224 | New |
|
|
4
Jane Street
New York
| $245K | +$246K | +8,919 | New |
|
|
AF
5
Allworth Financial
Folsom,
California
| $42K | – | – | – |
|
|
JWM
6
Janiczek Wealth Management
Denver,
Colorado
| $36K | +$909 | +33 | +3% |
|
|
CCM
7
Cribstone Capital Management
Augusta,
Maine
| $12K | +$2.01K | +73 | +21% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
9
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4K | +$4.13K | +150 | New |
|
10
Koshinski Asset Management
Decatur,
Illinois
| $2.06K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$31K | -1,148 | Closed |
|
|
12
US Bancorp
Minneapolis,
Minnesota
| – | -$18K | -661 | Closed |
|
TRTY Hedge Fund Activity: Q1 2022 in Review
10 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q1 2022, worth a combined $2.81M — up 63% from $1.73M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TRTY positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $469K. The largest seller was UBS Group, exiting entirely with an estimated $31K sold.
- 10 institutional investors held Cambria Trinity ETF (TRTY) as of Q1 2022, up from 9 in Q4 2021.
- Funds reported $2.81M of Cambria Trinity ETF stock for Q1 2022, up 63% quarter-over-quarter.
- 3 funds opened new Cambria Trinity ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest Cambria Trinity ETF buyer in Q1 2022 was Kestra Advisory Services, an estimated $469K added.
- The largest Cambria Trinity ETF seller in Q1 2022 was UBS Group, an estimated $31K sold.
Based on aggregated 13F filings for Q1 2022.