Cambria Trinity ETF
TRTY
15 hedge funds and large institutions have $56.2M invested in Cambria Trinity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 51.73% → 51.59% (-0.13%)
5% less capital invested
Capital invested by funds: $59.1M → $56.2M (-$2.92M)
21% less funds holding
Funds holding: 19 → 15 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$530K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$412K |
| 4 |
DWA
Delap Wealth Advisory
Lake Oswego,
Oregon
|
+$270K |
| 5 |
GS
GTS Securities
New York
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.2M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.1M |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$750K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$312K |
TRTY Hedge Fund Activity: Q2 2024 in Review
15 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q2 2024, worth a combined $56.2M — down 4.9% from $59.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of TRTY and 3 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Osaic Holdings, adding an estimated $1.3M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.2M sold.
- 15 institutional investors held Cambria Trinity ETF (TRTY) as of Q2 2024, down from 19 in Q1 2024.
- Funds reported $56.2M of Cambria Trinity ETF stock for Q2 2024, down 4.9% quarter-over-quarter.
- 3 funds opened new Cambria Trinity ETF positions in Q2 2024 and 6 closed out, a net change of -3 holders.
- The largest Cambria Trinity ETF buyer in Q2 2024 was Osaic Holdings, an estimated $1.3M added.
- The largest Cambria Trinity ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2024.