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Cambria Trinity ETF
TRTY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
4
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.34M
2
LPL Financial
2
LPL Financial
California
$779K
3
Citadel Advisors
3
Citadel Advisors
Florida
$408K
4
DWA
4
Delap Wealth Advisory
Oregon
$267K
5
GS
5
GTS Securities
New York
$1.05M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
KAS
2
Kestra Advisory Services
Texas
$250K
3
Mariner
3
Mariner
Kansas
$0
4
IGWM
4
ICA Group Wealth Management
Colorado
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFFA
1
ALM First Financial Advisors
Texas
$46.7M – – –
FA
2
Fermata Advisors
California
$3.63M -$28.1K -1,096 -0.8%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.34M +$1.29M +50,311 +2,309%
GS
4
GTS Securities
New York
$1.05M +$121K +4,728 +13%
LPL Financial
5
LPL Financial
California
$779K +$526K +20,520 +207%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$748K +$114K +4,451 +18%
HighTower Advisors
7
HighTower Advisors
Illinois
$547K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$408K +$408K +15,940 New
RWP
9
RWA Wealth Partners
Massachusetts
$391K – – –
DWA
10
Delap Wealth Advisory
Oregon
$267K +$267K +10,440 New
KAS
11
Kestra Advisory Services
Texas
$250K -$1.19M -46,435 -83%
JWM
12
Janiczek Wealth Management
Colorado
$1.42K – – –
Morgan Stanley
13
Morgan Stanley
New York
$33 – – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$26 – – –
Wells Fargo
15
Wells Fargo
California
$17 +$17 +1 New
LNC
16
Lincoln National Corp
Pennsylvania
– -$1.2M -46,327 Closed
Mariner
17
Mariner
Kansas
– -$1.1M -42,360 Closed
IGWM
18
ICA Group Wealth Management
Colorado
– -$750K -28,906 Closed
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
– -$312K -12,027 Closed
PA
20
Parallel Advisors
California
– -$11K -424 Closed
UBS Group
21
UBS Group
Switzerland
– -$2.99K -115 Closed