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Cambria Value and Momentum ETF

33 hedge funds and large institutions have $112M invested in Cambria Value and Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

116% more capital invested

Capital invested by funds: $51.8M → $112M (+$60.2M)

94% more funds holding

Funds holding: 1733 (+16)

16.71% more ownership

Funds ownership: 62.49%79.2% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
33
Holders Change
+16
Holders Change %
+94.12%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$48.9M +$5.64M +204,449 +13%
MMA
2
Miracle Mile Advisors
California
$19.7M +$20M +724,219 New
AFFA
3
ALM First Financial Advisors
Texas
$19M +$19.3M +700,000 New
FEG
4
Financial Enhancement Group
Indiana
$4.51M +$4.59M +166,409 New
LPL Financial
5
LPL Financial
California
$3.2M +$1.36M +49,319 +72%
Betterment LLC
6
Betterment LLC
New York
$3.01M -$171K -6,190 -5%
FEM
7
Fulcrum Equity Management
Texas
$2.73M -$265K -9,618 -9%
SIA
8
SkyView Investment Advisors
New Jersey
$1.97M +$2M +72,498 New
FCAG
9
First Capital Advisors Group
New Jersey
$1.97M +$2M +72,498 New
EH
10
Equitable Holdings
New York
$1.03M +$1.04M +37,806 New
Osaic Holdings
11
Osaic Holdings
Arizona
$954K +$77.1K +2,795 +9%
BWM
12
BlackDiamond Wealth Management
New York
$826K +$30.9K +1,122 +4%
MOS
13
MGO One Seven
Ohio
$751K +$761K +27,600 New
DAS
14
Dynamic Advisor Solutions
Arizona
$718K +$259K +9,377 +55%
CAN
15
Cetera Advisor Networks
California
$588K +$596K +21,611 New
HAS
16
HBW Advisory Services
California
$369K +$113K +4,109 +43%
LNC
17
Lincoln National Corp
Pennsylvania
$334K +$339K +12,273 New
ACA
18
Atlas Capital Advisors
Wyoming
$322K +$327K +11,850 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$308K +$47.7K +1,730 +18%
PFS
20
Prospera Financial Services
Texas
$297K +$301K +10,922 New
ASN
21
Advisory Services Network
Georgia
$201K +$203K +7,372 New
WAM
22
Worth Asset Management
Texas
$114K +$115K +4,185 New
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$38.9K
UBS Group
24
UBS Group
Switzerland
$22.7K +$14.9K +540 +183%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$13K +$13.8K +500 New

VAMO Hedge Fund Activity: Q4 2022 in Review

33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q4 2022, worth a combined $112M — up 116% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VAMO positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $20M. The largest seller was Fulcrum Equity Management, cutting an estimated $265K.

  • 33 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $112M of Cambria Value and Momentum ETF stock for Q4 2022, up 116% quarter-over-quarter.
  • 18 funds opened new Cambria Value and Momentum ETF positions in Q4 2022 and 2 closed out, a net change of +16 holders.
  • The largest Cambria Value and Momentum ETF buyer in Q4 2022 was Miracle Mile Advisors, an estimated $20M added.
  • The largest Cambria Value and Momentum ETF seller in Q4 2022 was Fulcrum Equity Management, an estimated $265K sold.

Based on aggregated 13F filings for Q4 2022.