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Cambria Trinity ETF
TRTY

13 hedge funds and large institutions have $5.14M invested in Cambria Trinity ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

23% more capital invested

Capital invested by funds: $4.17M → $5.14M (+$968K)

18% more funds holding

Funds holding: 11 → 13 (+2)

2.43% less ownership

Funds ownership: 7.6% → 5.17% (-2.4%)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$965K
2
FA
Fermata Advisors
California
+$347K
3
LNC
Lincoln National Corp
Pennsylvania
+$232K
4
KAS
Kestra Advisory Services
Texas
+$74.1K
5
PA
Parallel Advisors
California
+$35.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$444K
2
DAS
Dynamic Advisor Solutions
Arizona
-$75.5K
3
JWM
Janiczek Wealth Management
Colorado
-$3.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$1.51M +$74.1K +2,919 +5%
FA
2
Fermata Advisors
California
$1.41M +$347K +13,656 +31%
HighTower Advisors
3
HighTower Advisors
Illinois
$931K +$965K +38,000 New
DAS
4
Dynamic Advisor Solutions
Arizona
$429K -$75.5K -2,975 -15%
PWAG
5
Polaris Wealth Advisory Group
California
$383K – – –
LNC
6
Lincoln National Corp
Pennsylvania
$224K +$232K +9,133 New
HR
7
Howe & Rusling
New York
$105K +$28.7K +1,131 +36%
AF
8
Allworth Financial
California
$38K – – –
PA
9
Parallel Advisors
California
$34K +$35.5K +1,400 New
JWM
10
Janiczek Wealth Management
Colorado
$30K -$3.15K -124 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$16K +$9.85K +388 +156%
SPIA
12
Steward Partners Investment Advisory
New York
$14K – – –
CCM
13
Cribstone Capital Management
Maine
$12K +$76 +3 +0.6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$444K -17,370 Closed

TRTY Hedge Fund Activity: Q3 2022 in Review

13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q3 2022, worth a combined $5.14M — up 23% from $4.17M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TRTY positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $965K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $444K sold.

  • 13 institutional investors held Cambria Trinity ETF (TRTY) as of Q3 2022, up from 11 in Q2 2022.
  • Funds reported $5.14M of Cambria Trinity ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 3 funds opened new Cambria Trinity ETF positions in Q3 2022 and 1 closed out, a net change of +2 holders.
  • The largest Cambria Trinity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $965K added.
  • The largest Cambria Trinity ETF seller in Q3 2022 was Susquehanna International Group, an estimated $444K sold.

Based on aggregated 13F filings for Q3 2022.