We are live on ! Find out more
EYLD icon

Cambria Emerging Shareholder Yield ETF

38 hedge funds and large institutions have $103M invested in Cambria Emerging Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

69% more capital invested

Capital invested by funds: $61.2M → $103M (+$41.9M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7.52% more ownership

Funds ownership: 51.35%58.87% (+7.5%)

0% more funds holding

Funds holding: 3838 (0)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Blueprint Investment Partners
North Carolina
$202K +$206K +7,100 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$166K +$13.8K +475 +9%
PGAM
28
Princeton Global Asset Management
New Jersey
$60.6K
NA
29
NewEdge Advisors
Louisiana
$56.3K +$232 +8 +0.4%
WP
30
WealthPLAN Partners
Nebraska
$30.7K -$376K -12,984 -92%
PA
31
Parallel Advisors
California
$28.5K +$29K +1,000 New
BAM
32
Belpointe Asset Management
Nevada
$28.1K -$4.69K -162 -14%
IGWM
33
ICA Group Wealth Management
Colorado
$16.4K +$87 +3 +0.5%
ASN
34
Advisory Services Network
Georgia
$15.1K +$174 +6 +1%
HI
35
Harbour Investments
Wisconsin
$3.76K
AAS
36
Ameritas Advisory Services
Nebraska
$1.98K +$2K +69 New
JWM
37
Janiczek Wealth Management
Colorado
$781 +$579 +20 +286%
Morgan Stanley
38
Morgan Stanley
New York
$28 +$29 +1 New
Wells Fargo
39
Wells Fargo
California
$18
MCC
40
Money Concepts Capital
Florida
-$587K -20,948 Closed
FA
41
Fermata Advisors
California
-$571K -20,358 Closed
AGA
42
Accuvest Global Advisors
Utah
-$447K -15,930 Closed
RIA
43
Regal Investment Advisors
Michigan
-$254K -9,043 Closed
UBS Group
44
UBS Group
Switzerland
-$15.1K -540 Closed
SWM
45
Spire Wealth Management
Virginia
-$14K -501 Closed

EYLD Hedge Fund Activity: Q1 2023 in Review

38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q1 2023, worth a combined $103M — up 69% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EYLD positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $27.6M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $587K sold.

  • 38 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $103M of Cambria Emerging Shareholder Yield ETF stock for Q1 2023, up 69% quarter-over-quarter.
  • 7 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest Cambria Emerging Shareholder Yield ETF buyer in Q1 2023 was Cambria Investment Management, an estimated $27.6M added.
  • The largest Cambria Emerging Shareholder Yield ETF seller in Q1 2023 was Money Concepts Capital, an estimated $587K sold.

Based on aggregated 13F filings for Q1 2023.