Cambria Value and Momentum ETF
VAMO
21 hedge funds and large institutions have $41M invested in Cambria Value and Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 10 closing their positions.
15.12% more ownership
Funds ownership: 51.2% → 66.32% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less capital invested
Capital invested by funds: $46.3M → $41M (-$5.31M)
25% less funds holding
Funds holding: 28 → 21 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$303K |
| 2 |
Jane Street
New York
|
+$209K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$80.7K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$57.8K |
| 5 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
+$7.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.32M |
| 2 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$1.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.24M |
| 4 |
EH
Equitable Holdings
New York
|
-$657K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMA
26
Miracle Mile Advisors
Los Angeles,
California
| – | -$384K | -15,293 | Closed |
|
|
JIP
27
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$324K | -12,913 | Closed |
|
|
PFS
28
Prospera Financial Services
Dallas,
Texas
| – | -$305K | -12,122 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -8,761 | Closed |
|
|
ACA
30
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$185K | -7,350 | Closed |
|
|
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$7.53K | -300 | Closed |
|
|
AAS
32
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.61K | -144 | Closed |
|
VAMO Hedge Fund Activity: Q2 2023 in Review
21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q2 2023, worth a combined $41M — down 11% from $46.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VAMO and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 3 added.
The largest buyer was Kestra Advisory Services, adding an estimated $303K. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $2.32M sold.
- 21 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q2 2023, down from 28 in Q1 2023.
- Funds reported $41M of Cambria Value and Momentum ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 3 funds opened new Cambria Value and Momentum ETF positions in Q2 2023 and 10 closed out, a net change of -7 holders.
- The largest Cambria Value and Momentum ETF buyer in Q2 2023 was Kestra Advisory Services, an estimated $303K added.
- The largest Cambria Value and Momentum ETF seller in Q2 2023 was Fulcrum Equity Management, an estimated $2.32M sold.
Based on aggregated 13F filings for Q2 2023.