Cambria Trinity ETF
TRTY
11 hedge funds and large institutions have $64.2M invested in Cambria Trinity ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $60.9M → $64.2M (+$3.32M)
1.77% more ownership
Funds ownership: 57.35% → 59.12% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFFA
ALM First Financial Advisors
Dallas,
Texas
|
+$4.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$434K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$76.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$33.9K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$5.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$657K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$539K |
| 3 |
BCG
Bravias Capital Group
Iselin,
New Jersey
|
-$295K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$278K |
| 5 |
GS
GTS Securities
New York
|
-$96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFFA
1
ALM First Financial Advisors
Dallas,
Texas
| $55.5M | +$4.02M | +156,986 | +8% |
|
|
FA
2
Fermata Advisors
Sonoma,
California
| $3.51M | +$76.3K | +2,976 | +2% |
|
|
BCG
3
Bravias Capital Group
Iselin,
New Jersey
| $2.08M | -$295K | -11,495 | -12% |
|
|
4
LPL Financial
San Diego,
California
| $1.06M | +$33.9K | +1,324 | +3% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $867K | -$278K | -10,863 | -24% |
|
|
GS
6
GTS Securities
New York
| $736K | -$96K | -3,747 | -11% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $432K | +$434K | +16,951 | New |
|
|
8
National Bank of Canada
Montreal,
Quebec, Canada
| $11.3K | +$5.51K | +215 | +94% |
|
9
UBS Group
Zurich,
Switzerland
| $5.15K | +$2.92K | +114 | +130% |
|
10
Morgan Stanley
New York
| $47 | -$5K | -195 | -99% |
|
11
Wells Fargo
San Francisco,
California
| $22 | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$657K | -26,036 | Closed |
|
|
13
HighTower Advisors
Chicago,
Illinois
| – | -$539K | -21,365 | Closed |
|
TRTY Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q1 2025, worth a combined $64.2M — up 5.4% from $60.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TRTY and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was ALM First Financial Advisors, adding an estimated $4.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $657K sold.
- 11 institutional investors held Cambria Trinity ETF (TRTY) as of Q1 2025, down from 12 in Q4 2024.
- Funds reported $64.2M of Cambria Trinity ETF stock for Q1 2025, up 5.4% quarter-over-quarter.
- 1 fund opened new Cambria Trinity ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Cambria Trinity ETF buyer in Q1 2025 was ALM First Financial Advisors, an estimated $4.02M added.
- The largest Cambria Trinity ETF seller in Q1 2025 was Citadel Advisors, an estimated $657K sold.
Based on aggregated 13F filings for Q1 2025.