Cambria Value and Momentum ETF
VAMO
8 hedge funds and large institutions have $17.6M invested in Cambria Value and Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
8.55% more ownership
Funds ownership: 46.76% → 55.3% (+8.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $20.1M → $17.6M (-$2.55M)
20% less funds holding
Funds holding: 10 → 8 (-2)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$583K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$60.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
-$768K |
| 2 |
Betterment LLC
New York
|
-$285K |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$276K |
| 4 |
Jane Street
New York
|
-$150K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Cambria Investment Management
Manhattan Beach,
California
| $11.1M | +$1.11M | +47,832 | +10% |
|
|
2
Betterment LLC
New York
| $4.17M | -$285K | -12,247 | -6% |
|
|
3
Jane Street
New York
| $883K | -$150K | -6,459 | -14% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $549K | +$583K | +25,080 | New |
|
|
FAIM
5
Financial Advocates Investment Management
Olympia,
Washington
| $435K | -$18.4K | -790 | -4% |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $310K | -$41.2K | -1,772 | -11% |
|
|
7
UBS Group
Zurich,
Switzerland
| $158K | +$60.2K | +2,590 | +56% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$11.6K | -500 | -86% |
|
|
BS
9
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| – | -$768K | -30,375 | Closed |
|
|
AW
10
ACG Wealth
Atlanta,
Georgia
| – | -$276K | -10,913 | Closed |
|
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$136K | -5,400 | Closed |
|
VAMO Hedge Fund Activity: Q4 2018 in Review
8 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q4 2018, worth a combined $17.6M — down 13% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VAMO and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was Cambria Investment Management, adding an estimated $1.11M. The largest seller was Boenning & Scattergood, exiting entirely with an estimated $768K sold.
- 8 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q4 2018, down from 10 in Q3 2018.
- Funds reported $17.6M of Cambria Value and Momentum ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 1 fund opened new Cambria Value and Momentum ETF positions in Q4 2018 and 3 closed out, a net change of -2 holders.
- The largest Cambria Value and Momentum ETF buyer in Q4 2018 was Cambria Investment Management, an estimated $1.11M added.
- The largest Cambria Value and Momentum ETF seller in Q4 2018 was Boenning & Scattergood, an estimated $768K sold.
Based on aggregated 13F filings for Q4 2018.