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Cambria Emerging Shareholder Yield ETF

65 hedge funds and large institutions have $228M invested in Cambria Emerging Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

36% more capital invested

Capital invested by funds: $168M → $228M (+$59.8M)

25% more funds holding

Funds holding: 5265 (+13)

8.01% more ownership

Funds ownership: 64.57%72.58% (+8%)

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
0.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
17
Increased
33
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$42.5M +$15.1M +471,161 +59%
CIM
2
Cambria Investment Management
California
$32.1M -$4.48M -139,873 -13%
FM
3
Foster & Motley
Ohio
$25.2M +$3.21M +100,078 +15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18M +$936K +29,213 +6%
NA
5
NewEdge Advisors
Louisiana
$12.9M +$3.87M +120,953 +46%
LPL Financial
6
LPL Financial
California
$9.47M +$841K +26,273 +10%
AFFA
7
ALM First Financial Advisors
Texas
$8.38M
TWM
8
TriaGen Wealth Management
California
$8.06M +$2.51M +78,443 +48%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.79M +$5.53M +172,612 New
CA
10
Cetera Advisors
Colorado
$5.49M +$162K +5,072 +3%
OCG
11
Opus Capital Group
Ohio
$5.42M -$113K -3,538 -2%
RJA
12
Raymond James & Associates
Florida
$4.77M +$240K +7,508 +6%
WSWA
13
Warren Street Wealth Advisors
California
$4.6M +$126K +3,939 +3%
KNW
14
Kesler Norman & Wride
Utah
$4.35M +$223K +6,953 +6%
GS
15
GTS Securities
New York
$2.87M +$2.74M +85,640 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.61M +$2.28M +71,111 +1,045%
WWM
17
Whalen Wealth Management
Nevada
$2.3M +$2.2M +68,711 New
AWM
18
Aprio Wealth Management
Georgia
$1.89M +$284K +8,861 +19%
IA
19
IFP Advisors
Florida
$1.85M -$144K -4,485 -8%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.73M +$1.65M +51,600 New
FA
21
Fermata Advisors
California
$1.64M +$103K +3,223 +7%
FAM
22
Formidable Asset Management
Ohio
$1.57M +$239K +7,452 +19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M +$1.09M +33,927 +302%
LA
24
LexAurum Advisors
Kansas
$1.44M +$78K +2,435 +6%
OMC
25
Old Mission Capital
Illinois
$1.37M +$743K +23,198 +131%

EYLD Hedge Fund Activity: Q1 2024 in Review

65 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q1 2024, worth a combined $228M — up 36% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EYLD positions and 3 closed out — a net gain of 14 holders — while 33 added to existing stakes and 5 trimmed.

The largest buyer was Smith Anglin Financial, adding an estimated $15.1M. The largest seller was Cambria Investment Management, cutting an estimated $4.48M.

  • 65 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $228M of Cambria Emerging Shareholder Yield ETF stock for Q1 2024, up 36% quarter-over-quarter.
  • 17 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q1 2024 and 3 closed out, a net change of +14 holders.
  • The largest Cambria Emerging Shareholder Yield ETF buyer in Q1 2024 was Smith Anglin Financial, an estimated $15.1M added.
  • The largest Cambria Emerging Shareholder Yield ETF seller in Q1 2024 was Cambria Investment Management, an estimated $4.48M sold.

Based on aggregated 13F filings for Q1 2024.