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Cambria Trinity ETF

19 hedge funds and large institutions have $59.1M invested in Cambria Trinity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFFA
1
ALM First Financial Advisors
Texas
$47.4M
FA
2
Fermata Advisors
California
$3.71M +$139K +5,340 +4%
KAS
3
Kestra Advisory Services
Texas
$1.46M -$392K -15,096 -21%
LNC
4
Lincoln National Corp
Pennsylvania
$1.2M +$38.9K +1,498 +3%
Mariner
5
Mariner
Kansas
$1.1M -$2.48M -95,500 -69%
GS
6
GTS Securities
New York
$940K +$386K +14,878 +70%
IGWM
7
ICA Group Wealth Management
Colorado
$750K -$13.2K -510 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$643K +$643K +24,754 New
HighTower Advisors
9
HighTower Advisors
Illinois
$555K -$467K -17,972 -46%
RWP
10
RWA Wealth Partners
Massachusetts
$397K
CAN
11
Cetera Advisor Networks
California
$312K +$312K +12,027 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$312K +$312K +12,027 New
LPL Financial
13
LPL Financial
California
$257K -$20.1K -774 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$56.6K -$38.3K -1,475 -40%
PA
15
Parallel Advisors
California
$11K +$156 +6 +1%
UBS Group
16
UBS Group
Switzerland
$2.99K -$84.7K -3,263 -97%
JWM
17
Janiczek Wealth Management
Colorado
$1.43K +$26 +1 +2%
Morgan Stanley
18
Morgan Stanley
New York
$29 -$29 -1 -50%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$26 +$26 +1 New
Wells Fargo
20
Wells Fargo
California
$10 -$10
Citadel Advisors
21
Citadel Advisors
Florida
-$954K -37,961 Closed
SPIA
22
Steward Partners Investment Advisory
New York
-$14.7K -583 Closed