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Cambria Value and Momentum ETF

17 hedge funds and large institutions have $39.3M invested in Cambria Value and Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.36% less ownership

Funds ownership: 83.5%81.13% (-2.4%)

6% less funds holding

Funds holding: 1817 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

28% less capital invested

Capital invested by funds: $54.8M → $39.3M (-$15.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFFA
1
ALM First Financial Advisors
Texas
$19.4M
CIM
2
Cambria Investment Management
California
$13.3M -$10.7M -370,884 -43%
Betterment LLC
3
Betterment LLC
New York
$2.38M -$20.3K -702 -0.8%
LPL Financial
4
LPL Financial
California
$2.36M +$461K +15,992 +23%
KAS
5
Kestra Advisory Services
Texas
$950K -$43.2K -1,498 -4%
GS
6
GTS Securities
New York
$260K +$8.25K +286 +3%
DWA
7
Delap Wealth Advisory
Oregon
$256K +$267K +9,262 New
HAS
8
HBW Advisory Services
California
$236K -$61.4K -2,130 -20%
UBS Group
9
UBS Group
Switzerland
$60.1K +$60.3K +2,090 +2,488%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$39.2K
Osaic Holdings
11
Osaic Holdings
Arizona
$18K -$104K -3,595 -85%
CA
12
Continuum Advisory
Idaho
$9.11K
FMP
13
Financial Management Professionals
Texas
$7K
HGA
14
Hobbs Group Advisors
South Carolina
$5.63K +$5.88K +204 New
Morgan Stanley
15
Morgan Stanley
New York
$4.35K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4K -$50.1K -1,735 -93%
Wells Fargo
17
Wells Fargo
California
$23 +$29 +1 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.45M -48,609 Closed
Jane Street
19
Jane Street
New York
-$285K -9,536 Closed
IGWM
20
ICA Group Wealth Management
Colorado
-$184K -6,155 Closed
FIA
21
FNY Investment Advisers
New York
-$2 -100 Closed

VAMO Hedge Fund Activity: Q2 2024 in Review

17 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cambria Value and Momentum ETF (VAMO) for Q2 2024, worth a combined $39.3M — down 28% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VAMO and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.

The largest buyer was LPL Financial, adding an estimated $461K. The largest seller was Cambria Investment Management, cutting an estimated $10.7M.

  • 17 institutional investors held Cambria Value and Momentum ETF (VAMO) as of Q2 2024, down from 18 in Q1 2024.
  • Funds reported $39.3M of Cambria Value and Momentum ETF stock for Q2 2024, down 28% quarter-over-quarter.
  • 3 funds opened new Cambria Value and Momentum ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Cambria Value and Momentum ETF buyer in Q2 2024 was LPL Financial, an estimated $461K added.
  • The largest Cambria Value and Momentum ETF seller in Q2 2024 was Cambria Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.