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Cambria Trinity ETF
TRTY

Overview Fund Activity

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.

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
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$1.96M
2
PWAG
2
Polaris Wealth Advisory Group
California
$374K
3
FA
3
Fermata Advisors
California
$3.03M
4
IGWM
4
ICA Group Wealth Management
Colorado
$669K
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.08M

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$311K
2
GS
2
GTS Securities
New York
$479K
3
AWA
3
ARQ Wealth Advisors
Arizona
$2.22M
4
Citadel Advisors
4
Citadel Advisors
Florida
$311K
5
WMP
5
Wealth Management Partners
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFFA
1
ALM First Financial Advisors
Texas
$44.6M – – –
Mariner
2
Mariner
Kansas
$3.35M +$17.9K +732 +0.5%
FA
3
Fermata Advisors
California
$3.03M +$372K +15,208 +14%
AWA
4
ARQ Wealth Advisors
Arizona
$2.22M -$378K -15,448 -15%
KAS
5
Kestra Advisory Services
Texas
$1.96M +$799K +32,700 +69%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.22M +$5.5K +225 +0.5%
LNC
7
Lincoln National Corp
Pennsylvania
$1.08M +$88K +3,601 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$769K -$4.41K -180 -0.6%
IGWM
9
ICA Group Wealth Management
Colorado
$669K +$249K +10,175 +59%
GS
10
GTS Securities
New York
$479K -$479K -19,582 -50%
PWAG
11
Polaris Wealth Advisory Group
California
$374K +$374K +15,277 New
LPL Financial
12
LPL Financial
California
$354K -$856 -35 -0.2%
CA
13
Cetera Advisors
Colorado
$311K -$1.32M -54,041 -81%
Citadel Advisors
14
Citadel Advisors
Florida
$311K -$281K -11,501 -47%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$74K -$33.3K -1,363 -31%
SPIA
16
Steward Partners Investment Advisory
New York
$14.3K – – –
PA
17
Parallel Advisors
California
$10.2K -$61.8K -2,524 -86%
AF
18
Allworth Financial
California
$6.41K -$31.3K -1,281 -83%
JWM
19
Janiczek Wealth Management
Colorado
$1.32K +$24 +1 +2%
UBS Group
20
UBS Group
Switzerland
$1.13K +$1.13K +46 New
Wells Fargo
21
Wells Fargo
California
$10 -$10 – –
WMP
22
Wealth Management Partners
Arizona
– -$201K -8,150 Closed
SS
23
Sunbelt Securities
Texas
– -$48.7K -1,973 Closed