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Cambria Emerging Shareholder Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4552 (+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: 33 (0)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
24
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$34.4M -$3.23M -110,476 -9%
SAF
2
Smith Anglin Financial
Texas
$24.9M +$13.3M +453,817 +133%
FM
3
Foster & Motley
Ohio
$20.4M +$13M +446,455 +219%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.9M +$27.4K +940 +0.2%
NA
5
NewEdge Advisors
Louisiana
$8.09M +$3.15M +107,817 +69%
LPL Financial
6
LPL Financial
California
$8.03M +$781K +26,755 +12%
AFFA
7
ALM First Financial Advisors
Texas
$7.84M
OCG
8
Opus Capital Group
Ohio
$5.18M +$11.3K +386 +0.2%
TWM
9
TriaGen Wealth Management
California
$5.08M -$1.53M -52,241 -24%
CA
10
Cetera Advisors
Colorado
$4.97M -$228K -7,804 -5%
RJA
11
Raymond James & Associates
Florida
$4.23M +$469K +16,058 +14%
WSWA
12
Warren Street Wealth Advisors
California
$4.17M +$115K +3,947 +3%
KNW
13
Kesler Norman & Wride
Utah
$3.85M +$1.29M +44,138 +56%
IA
14
IFP Advisors
Florida
$1.87M -$1.61K -55 -0.1%
AWM
15
Aprio Wealth Management
Georgia
$1.49M +$266K +9,126 +24%
WWM
16
Western Wealth Management
Colorado
$1.47M -$23.6K -807 -2%
FA
17
Fermata Advisors
California
$1.43M +$264K +9,027 +25%
LA
18
LexAurum Advisors
Kansas
$1.27M +$73.4K +2,512 +7%
FAM
19
Formidable Asset Management
Ohio
$1.24M +$378K +12,953 +49%
NFG
20
Nations Financial Group
Iowa
$1.22M +$95K +3,255 +9%
Betterment LLC
21
Betterment LLC
New York
$1.03M -$82.5K -2,825 -8%
EF
22
Empirical Finance
Pennsylvania
$999K -$101K -3,467 -10%
MWPCG
23
Measured Wealth Private Client Group
New Hampshire
$991K +$17.1K +585 +2%
KAS
24
Kestra Advisory Services
Texas
$816K +$14.1K +482 +2%
EH
25
Equitable Holdings
New York
$736K +$685K +23,472 New

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.