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Cambria Trinity ETF

20 hedge funds and large institutions have $62.3M invested in Cambria Trinity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFFA
1
ALM First Financial Advisors
Texas
$45M
Mariner
2
Mariner
Kansas
$3.37M +$3.37M +136,461 New
FA
3
Fermata Advisors
California
$2.68M +$1.05M +42,498 +64%
AWA
4
ARQ Wealth Advisors
Arizona
$2.62M +$325K +13,190 +14%
CA
5
Cetera Advisors
Colorado
$1.65M -$162K -6,564 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.23M +$12.3K +500 +1%
KAS
7
Kestra Advisory Services
Texas
$1.17M -$459K -18,602 -28%
LNC
8
Lincoln National Corp
Pennsylvania
$1M -$45.9K -1,862 -4%
GS
9
GTS Securities
New York
$966K +$966K +39,174 New
Osaic Holdings
10
Osaic Holdings
Arizona
$780K +$84K +3,404 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$598K +$257K +10,413 +75%
IGWM
12
ICA Group Wealth Management
Colorado
$424K +$209K +8,467 +97%
LPL Financial
13
LPL Financial
California
$358K -$400K -16,229 -53%
WMP
14
Wealth Management Partners
Arizona
$201K
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$108K +$28.8K +1,171 +36%
PA
16
Parallel Advisors
California
$72.5K -$24.5K -995 -25%
SS
17
Sunbelt Securities
Texas
$48.7K
AF
18
Allworth Financial
California
$38.1K
SPIA
19
Steward Partners Investment Advisory
New York
$14.4K
JWM
20
Janiczek Wealth Management
Colorado
$1.33K
Wells Fargo
21
Wells Fargo
California
$10 -$10
Jane Street
22
Jane Street
New York
-$3.21M -130,477 Closed
PWAG
23
Polaris Wealth Advisory Group
California
-$376K -15,277 Closed