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Cambria Emerging Shareholder Yield ETF

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: 3843 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$35.6M -$1.07M -37,513 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.6M +$7.18M +251,875 +126%
SAF
3
Smith Anglin Financial
Texas
$8.62M +$8.84M +309,885 New
AFFA
4
ALM First Financial Advisors
Texas
$6.96M
LPL Financial
5
LPL Financial
California
$5.66M -$303K -10,635 -5%
TWM
6
TriaGen Wealth Management
California
$5.57M +$598K +20,954 +12%
CA
7
Cetera Advisors
Colorado
$4.8M -$178K -6,225 -3%
OCG
8
Opus Capital Group
Ohio
$4.48M +$69K +2,420 +2%
WSWA
9
Warren Street Wealth Advisors
California
$3.56M +$73.1K +2,565 +2%
Jane Street
10
Jane Street
New York
$3.55M -$4.08M -143,074 -53%
RJA
11
Raymond James & Associates
Florida
$3.3M -$5.05M -177,198 -60%
GS
12
GTS Securities
New York
$2.69M +$2.76M +96,690 New
WWM
13
Western Wealth Management
Colorado
$1.32M +$121K +4,257 +10%
LA
14
LexAurum Advisors
Kansas
$1.01M +$38.3K +1,344 +4%
Betterment LLC
15
Betterment LLC
New York
$1.01M -$35.8K -1,256 -3%
EF
16
Empirical Finance
Pennsylvania
$984K
Osaic Holdings
17
Osaic Holdings
Arizona
$981K -$702K -24,616 -41%
NFG
18
Nations Financial Group
Iowa
$949K +$417K +14,637 +75%
OMC
19
Old Mission Capital
Illinois
$902K -$223K -7,805 -19%
FA
20
Fermata Advisors
California
$852K +$873K +30,614 New
MWPCG
21
Measured Wealth Private Client Group
New Hampshire
$835K +$69.3K +2,431 +9%
FAM
22
Formidable Asset Management
Ohio
$725K +$742K +26,033 New
KNW
23
Kesler Norman & Wride
Utah
$690K +$54.4K +1,909 +8%
KAS
24
Kestra Advisory Services
Texas
$689K +$52.1K +1,827 +8%
SCA
25
Snowden Capital Advisors
New York
$590K +$32.8K +1,150 +6%

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.