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Cambria Trinity ETF
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Overview Fund Activity

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.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$954K
2
RWP
2
RWA Wealth Partners
Massachusetts
$384K
3
FA
3
Fermata Advisors
California
$3.46M
4
UBS Group
4
UBS Group
Switzerland
$84.9K
5
IGWM
5
ICA Group Wealth Management
Colorado
$739K

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$91.8K
3
CA
3
Cetera Advisors
Colorado
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$989K
5
KAS
5
Kestra Advisory Services
Texas
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
AFFA
1
ALM First Financial Advisors
Texas
$45.9M 1,825,000 – –
Mariner
2
Mariner
Kansas
$3.46M 137,860 +667 +0.5%
FA
3
Fermata Advisors
California
$3.46M 137,578 +13,691 +11%
KAS
4
Kestra Advisory Services
Texas
$1.79M 71,302 -8,973 -11%
LNC
5
Lincoln National Corp
Pennsylvania
$1.13M 44,829 +527 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$989K 39,337 -10,534 -21%
Citadel Advisors
7
Citadel Advisors
Florida
$954K 37,961 +25,230 +198%
IGWM
8
ICA Group Wealth Management
Colorado
$739K 29,416 +2,067 +8%
GS
9
GTS Securities
New York
$536K 21,345 +1,753 +9%
RWP
10
RWA Wealth Partners
Massachusetts
$384K 15,277 +15,277 New
LPL Financial
11
LPL Financial
California
$268K 10,671 -3,809 -26%
Osaic Holdings
12
Osaic Holdings
Arizona
$91.8K 3,654 -27,745 -88%
UBS Group
13
UBS Group
Switzerland
$84.9K 3,378 +3,332 +7,243%
SPIA
14
Steward Partners Investment Advisory
New York
$14.7K 583 – –
PA
15
Parallel Advisors
California
$10.5K 418 +2 +0.5%
JWM
16
Janiczek Wealth Management
Colorado
$1.38K 54 – –
Morgan Stanley
17
Morgan Stanley
New York
$72 2 +2 New
Wells Fargo
18
Wells Fargo
California
– – – –
AWA
19
ARQ Wealth Advisors
Arizona
– – -90,805 Closed
CA
20
Cetera Advisors
Colorado
– – -12,739 Closed
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
– – -3,030 Closed
AF
22
Allworth Financial
California
– – -262 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –