Cambria Value and Momentum ETF
VAMO
11 hedge funds and large institutions have $23.1M invested in Cambria Value and Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
5% more capital invested
Capital invested by funds: $22M → $23.1M (+$1.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.62% less ownership
Funds ownership: 96.55% → 95.94% (-0.62%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$476K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$123K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$423K |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$423K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Cambria Investment Management
Manhattan Beach,
California
| $18.9M | -$423K | -16,514 | -2% |
|
|
2
Betterment LLC
New York
| $3.08M | -$423K | -16,521 | -12% |
|
|
3
LPL Financial
San Diego,
California
| $869K | +$476K | +18,589 | +118% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $122K | +$123K | +4,802 | New |
|
|
CA
5
CoreCap Advisors
Southfield,
Michigan
| $66K | +$66.8K | +2,609 | New |
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $48K | +$49.7K | +1,942 | New |
|
7
Morgan Stanley
New York
| $4K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$17.6K | -689 | -100% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| – | -$2K | -100 | Closed |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
|
12
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
VAMO Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q4 2021, worth a combined $23.1M — up 5% from $22M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VAMO positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $476K. The largest seller was Betterment LLC, cutting an estimated $423K.
- 11 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $23.1M of Cambria Value and Momentum ETF stock for Q4 2021, up 5% quarter-over-quarter.
- 5 funds opened new Cambria Value and Momentum ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest Cambria Value and Momentum ETF buyer in Q4 2021 was LPL Financial, an estimated $476K added.
- The largest Cambria Value and Momentum ETF seller in Q4 2021 was Betterment LLC, an estimated $423K sold.
Based on aggregated 13F filings for Q4 2021.