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Cambria Emerging Shareholder Yield ETF
EYLD

43 hedge funds and large institutions have $111M invested in Cambria Emerging Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

13% more funds holding

Funds holding: 38 → 43 (+5)

8% more capital invested

Capital invested by funds: $103M → $111M (+$8.05M)

2.56% more ownership

Funds ownership: 58.87% → 61.43% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
16
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAF
Smith Anglin Financial
Texas
+$8.84M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.18M
3
FA
Fermata Advisors
California
+$873K
4
FAM
Formidable Asset Management
Ohio
+$742K
5
TWM
TriaGen Wealth Management
California
+$598K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$5.05M
2
Jane Street
Jane Street
New York
-$4.08M
3
CIM
Cambria Investment Management
California
-$1.07M
4
Osaic Holdings
Osaic Holdings
Arizona
-$702K
5
WIM
WealthPlan Investment Management
Nebraska
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$315K -$92.8K -3,256 -22%
RJT
27
Raymond James Trust
Florida
$304K -$1.03K -36 -0.3%
AWM
28
AE Wealth Management
Kansas
$304K +$311K +10,913 New
DC
29
Davenport & Co
Virginia
$281K +$20K +700 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$265K +$271K +9,511 New
NA
31
NewEdge Advisors
Louisiana
$209K +$158K +5,539 +280%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$203K +$208K +7,291 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$153K -$8.7K -305 -5%
WIM
34
WealthPlan Investment Management
Nebraska
$62.3K -$307K -10,768 -83%
PGAM
35
Princeton Global Asset Management
New Jersey
$59.3K – – –
IGWM
36
ICA Group Wealth Management
Colorado
$53.2K +$38.1K +1,336 +232%
PA
37
Parallel Advisors
California
$27.8K – – –
WP
38
WealthPLAN Partners
Nebraska
$25K -$5.1K -179 -17%
HI
39
Harbour Investments
Wisconsin
$1.11K -$2.62K -92 -70%
JWM
40
Janiczek Wealth Management
Colorado
$807 +$29 +1 +4%
Morgan Stanley
41
Morgan Stanley
New York
$445 +$428 +15 +1,500%
UBS Group
42
UBS Group
Switzerland
$223 +$228 +8 New
Wells Fargo
43
Wells Fargo
California
$27 +$29 +1 New
BIP
44
Blueprint Investment Partners
North Carolina
– -$202K -7,100 Closed
BAM
45
Belpointe Asset Management
Nevada
– -$28.1K -986 Closed
ASN
46
Advisory Services Network
Georgia
– -$15.1K -529 Closed
AAS
47
Ameritas Advisory Services
Nebraska
– -$1.98K -69 Closed
1
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EYLD Hedge Fund Activity: Q2 2023 in Review

43 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q2 2023, worth a combined $111M — up 7.8% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EYLD positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $8.84M. The largest seller was Raymond James & Associates, cutting an estimated $5.05M.

  • 43 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $111M of Cambria Emerging Shareholder Yield ETF stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 9 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
  • The largest Cambria Emerging Shareholder Yield ETF buyer in Q2 2023 was Smith Anglin Financial, an estimated $8.84M added.
  • The largest Cambria Emerging Shareholder Yield ETF seller in Q2 2023 was Raymond James & Associates, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2023.