Cambria Trinity ETF
TRTY
17 hedge funds and large institutions have $59.8M invested in Cambria Trinity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
0.42% more ownership
Funds ownership: 51.86% → 52.28% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $60.9M → $59.8M (-$1.08M)
15% less funds holding
Funds holding: 20 → 17 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$618K |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$374K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$335K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$81.6K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$50.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$2.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$680K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$311K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$258K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$220K |
TRTY Hedge Fund Activity: Q4 2023 in Review
17 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q4 2023, worth a combined $59.8M — down 1.8% from $60.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TRTY and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Citadel Advisors, adding an estimated $618K. The largest seller was ARQ Wealth Advisors, exiting entirely with an estimated $2.22M sold.
- 17 institutional investors held Cambria Trinity ETF (TRTY) as of Q4 2023, down from 20 in Q3 2023.
- Funds reported $59.8M of Cambria Trinity ETF stock for Q4 2023, down 1.8% quarter-over-quarter.
- 2 funds opened new Cambria Trinity ETF positions in Q4 2023 and 4 closed out, a net change of -2 holders.
- The largest Cambria Trinity ETF buyer in Q4 2023 was Citadel Advisors, an estimated $618K added.
- The largest Cambria Trinity ETF seller in Q4 2023 was ARQ Wealth Advisors, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2023.