Cambria Emerging Shareholder Yield ETF
EYLD
52 hedge funds and large institutions have $168M invested in Cambria Emerging Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
34% more capital invested
Capital invested by funds: $125M → $168M (+$43M)
16% more funds holding
Funds holding: 45 → 52 (+7)
3.68% more ownership
Funds ownership: 60.89% → 64.57% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$13.3M |
| 2 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$13M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.15M |
| 4 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
+$1.29M |
| 5 |
LPL Financial
San Diego,
California
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$3.23M |
| 2 |
TWM
TriaGen Wealth Management
Calabasas,
California
|
-$1.53M |
| 3 |
GS
GTS Securities
New York
|
-$572K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$228K |
| 5 |
Bank of New York Mellon
New York
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
51
Janiczek Wealth Management
Denver,
Colorado
| $910 | – | – | – |
|
52
Morgan Stanley
New York
| $76 | -$16.2K | -555 | -100% |
|
53
Wells Fargo
San Francisco,
California
| $7 | -$29 | -1 | Closed |
|
|
GS
54
GTS Securities
New York
| – | -$572K | -19,934 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
EYLD Hedge Fund Activity: Q4 2023 in Review
52 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q4 2023, worth a combined $168M — up 34% from $125M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EYLD positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Smith Anglin Financial, adding an estimated $13.3M. The largest seller was Cambria Investment Management, cutting an estimated $3.23M.
- 52 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $168M of Cambria Emerging Shareholder Yield ETF stock for Q4 2023, up 34% quarter-over-quarter.
- 10 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q4 2023 and 3 closed out, a net change of +7 holders.
- The largest Cambria Emerging Shareholder Yield ETF buyer in Q4 2023 was Smith Anglin Financial, an estimated $13.3M added.
- The largest Cambria Emerging Shareholder Yield ETF seller in Q4 2023 was Cambria Investment Management, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2023.