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Cambria Value and Momentum ETF
VAMO

28 hedge funds and large institutions have $46.3M invested in Cambria Value and Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

15% less funds holding

Funds holding: 33 → 28 (-5)

28% less ownership

Funds ownership: 79.2% → 51.2% (-28%)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

59% less capital invested

Capital invested by funds: $112M → $46.3M (-$65.8M)

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
8
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$359K
2
JIP
Jaffetilchin Investment Partners
Florida
+$344K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$233K
4
LPL Financial
LPL Financial
California
+$156K
5
HAS
HBW Advisory Services
California
+$108K

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$32.7M
2
MMA
Miracle Mile Advisors
California
-$18.9M
3
FEG
Financial Enhancement Group
Indiana
-$4.51M
4
SIA
SkyView Investment Advisors
New Jersey
-$1.97M
5
FCAG
First Capital Advisors Group
New Jersey
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$3.61K +$3.84K +144 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3K – – –
FIA
28
FNY Investment Advisers
New York
$2K +$2.67K +100 New
Wells Fargo
29
Wells Fargo
California
$23 – – –
FEG
30
Financial Enhancement Group
Indiana
– -$4.51M -166,409 Closed
FCAG
31
First Capital Advisors Group
New Jersey
– -$1.97M -72,498 Closed
SIA
32
SkyView Investment Advisors
New Jersey
– -$1.97M -72,498 Closed
BWM
33
BlackDiamond Wealth Management
New York
– -$826K -30,597 Closed
MOS
34
MGO One Seven
Ohio
– -$751K -27,600 Closed
DAS
35
Dynamic Advisor Solutions
Arizona
– -$718K -26,402 Closed
LNC
36
Lincoln National Corp
Pennsylvania
– -$334K -12,273 Closed
ASN
37
Advisory Services Network
Georgia
– -$201K -7,372 Closed
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
– -$13K -500 Closed
MCC
39
Money Concepts Capital
Florida
– -$6.8K -250 Closed
FHA
40
First Horizon Advisors
Tennessee
– -$4.52K -166 Closed
1
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VAMO Hedge Fund Activity: Q1 2023 in Review

28 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q1 2023, worth a combined $46.3M — down 59% from $112M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VAMO and 6 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $359K. The largest seller was Cambria Investment Management, cutting an estimated $32.7M.

  • 28 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q1 2023, down from 33 in Q4 2022.
  • Funds reported $46.3M of Cambria Value and Momentum ETF stock for Q1 2023, down 59% quarter-over-quarter.
  • 6 funds opened new Cambria Value and Momentum ETF positions in Q1 2023 and 11 closed out, a net change of -5 holders.
  • The largest Cambria Value and Momentum ETF buyer in Q1 2023 was Kestra Advisory Services, an estimated $359K added.
  • The largest Cambria Value and Momentum ETF seller in Q1 2023 was Cambria Investment Management, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2023.