Cambria Trinity ETF
TRTY
20 hedge funds and large institutions have $60.9M invested in Cambria Trinity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
0.28% more ownership
Funds ownership: 51.58% → 51.86% (+0.28%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
33% less capital inflows, than outflows
Capital inflows: $1.94M | Capital outflows: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Advisory Services
Austin,
Texas
|
+$812K |
| 2 |
Polaris Wealth Advisory Group
San Rafael,
California
|
+$380K |
| 3 |
Fermata Advisors
Sonoma,
California
|
+$378K |
| 4 |
ICA Group Wealth Management
Denver,
Colorado
|
+$253K |
| 5 |
Lincoln National Corp
Radnor,
Pennsylvania
|
+$89.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisors
Denver,
Colorado
|
-$1.34M |
| 2 |
GTS Securities
Miami,
Florida
|
-$486K |
| 3 |
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$384K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$286K |
| 5 |
Wealth Management Partners
Tucson,
Arizona
|
-$201K |
TRTY Hedge Fund Activity: Q3 2023 in Review
20 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q3 2023, worth a combined $60.9M — down 2.4% from $62.3M a quarter earlier.
Fund positioning in TRTY was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $812K. The largest seller was Cetera Advisors, cutting an estimated $1.34M.
- 20 institutional investors held Cambria Trinity ETF (TRTY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $60.9M of Cambria Trinity ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
- 2 funds opened new Cambria Trinity ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Cambria Trinity ETF buyer in Q3 2023 was Kestra Advisory Services, an estimated $812K added.
- The largest Cambria Trinity ETF seller in Q3 2023 was Cetera Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2023.