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Cambria Trinity ETF
TRTY

18 hedge funds and large institutions have $61.3M invested in Cambria Trinity ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,092% more capital invested

Capital invested by funds: $5.14M → $61.3M (+$56.2M)

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

47.04% more ownership

Funds ownership: 5.17% → 52.22% (+47%)

38% more funds holding

Funds holding: 13 → 18 (+5)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$4.08M
2
CA
Cetera Advisors
Colorado
+$2.25M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.61M
4
FA
Fermata Advisors
California
+$760K
5
LPL Financial
LPL Financial
California
+$726K

Top Sellers

Rank Fund Capital Flow
1
HR
Howe & Rusling
New York
-$105K
2
JWM
Janiczek Wealth Management
Colorado
-$29.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$45.6M +$46.3M +1,825,000 New
Mariner
2
Mariner
Kansas
$4.01M +$4.08M +160,682 New
HighTower Advisors
3
HighTower Advisors
Illinois
$2.53M +$1.61M +63,336 +167%
CA
4
Cetera Advisors
Colorado
$2.21M +$2.25M +88,604 New
FA
5
Fermata Advisors
California
$2.19M +$760K +29,950 +52%
KAS
6
Kestra Advisory Services
Texas
$1.63M +$84.6K +3,335 +5%
LPL Financial
7
LPL Financial
California
$715K +$726K +28,643 New
DAS
8
Dynamic Advisor Solutions
Arizona
$696K +$262K +10,347 +59%
LNC
9
Lincoln National Corp
Pennsylvania
$650K +$429K +16,909 +185%
Jane Street
10
Jane Street
New York
$396K +$402K +15,845 New
PWAG
11
Polaris Wealth Advisory Group
California
$385K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$99K +$84.9K +3,347 +526%
PA
13
Parallel Advisors
California
$72.4K +$38K +1,500 +107%
IGWM
14
ICA Group Wealth Management
Colorado
$63.2K +$64.2K +2,532 New
AF
15
Allworth Financial
California
$38.5K – – –
SPIA
16
Steward Partners Investment Advisory
New York
$14.6K – – –
CCM
17
Cribstone Capital Management
Maine
$12.3K +$279 +11 +2%
JWM
18
Janiczek Wealth Management
Colorado
$1.35K -$29.1K -1,149 -96%
HR
19
Howe & Rusling
New York
– -$105K -4,273 Closed

TRTY Hedge Fund Activity: Q4 2022 in Review

18 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q4 2022, worth a combined $61.3M — up 1,092% from $5.14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TRTY positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $4.08M. The largest seller was Howe & Rusling, exiting entirely with an estimated $105K sold.

  • 18 institutional investors held Cambria Trinity ETF (TRTY) as of Q4 2022, up from 13 in Q3 2022.
  • Funds reported $61.3M of Cambria Trinity ETF stock for Q4 2022, up 1,092% quarter-over-quarter.
  • 6 funds opened new Cambria Trinity ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
  • The largest Cambria Trinity ETF buyer in Q4 2022 was Mariner, an estimated $4.08M added.
  • The largest Cambria Trinity ETF seller in Q4 2022 was Howe & Rusling, an estimated $105K sold.

Based on aggregated 13F filings for Q4 2022.