Cambria Trinity ETF
TRTY
12 hedge funds and large institutions have $60.9M invested in Cambria Trinity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
9% more capital invested
Capital invested by funds: $55.7M → $60.9M (+$5.14M)
5.61% more ownership
Funds ownership: 51.73% → 57.35% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFFA
ALM First Financial Advisors
Dallas,
Texas
|
+$5.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$675K |
| 3 |
GS
GTS Securities
New York
|
+$214K |
| 4 |
LPL Financial
San Diego,
California
|
+$173K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$401K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFFA
1
ALM First Financial Advisors
Dallas,
Texas
| $50.9M | +$5.67M | +218,730 | +12% |
|
|
FA
2
Fermata Advisors
Sonoma,
California
| $3.4M | +$108K | +4,174 | +3% |
|
|
BCG
3
Bravias Capital Group
Iselin,
New Jersey
| $2.41M | +$2.42M | +93,179 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.13M | -$246K | -9,494 | -17% |
|
|
5
LPL Financial
San Diego,
California
| $1.02M | +$173K | +6,678 | +20% |
|
|
GS
6
GTS Securities
New York
| $822K | +$214K | +8,245 | +34% |
|
|
7
Citadel Advisors
Miami,
Florida
| $657K | +$675K | +26,036 | New |
|
8
HighTower Advisors
Chicago,
Illinois
| $539K | – | – | – |
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| $5.78K | +$5.94K | +229 | New |
|
10
Morgan Stanley
New York
| $4.95K | +$5.06K | +195 | +19,500% |
|
11
UBS Group
Zurich,
Switzerland
| $2.22K | +$1.56K | +60 | +214% |
|
12
Wells Fargo
San Francisco,
California
| $18 | +$26 | +1 | New |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.12M | -42,476 | Closed |
|
|
RWP
14
RWA Wealth Partners
Newton,
Massachusetts
| – | -$401K | -15,277 | Closed |
|
TRTY Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q4 2024, worth a combined $60.9M — up 9.2% from $55.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TRTY positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was ALM First Financial Advisors, adding an estimated $5.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.
- 12 institutional investors held Cambria Trinity ETF (TRTY) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $60.9M of Cambria Trinity ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
- 4 funds opened new Cambria Trinity ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest Cambria Trinity ETF buyer in Q4 2024 was ALM First Financial Advisors, an estimated $5.67M added.
- The largest Cambria Trinity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2024.