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Cambria Emerging Shareholder Yield ETF

84 hedge funds and large institutions have $287M invested in Cambria Emerging Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

29% more funds holding

Funds holding: 6584 (+19)

26% more capital invested

Capital invested by funds: $228M → $287M (+$59.3M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3.96% less ownership

Funds ownership: 72.58%68.62% (-4%)

Holders
84
Holders Change
+19
Holders Change %
+29.23%
% of All Funds
1.21%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
23
Increased
41
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$44.4M +$855K +24,608 +2%
CIM
2
Cambria Investment Management
California
$31.5M -$1.5M -43,017 -4%
FM
3
Foster & Motley
Ohio
$27.2M +$1.4M +40,235 +5%
NA
4
NewEdge Advisors
Louisiana
$21.5M +$8.38M +241,048 +63%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.5M +$1.03M +29,536 +6%
LPL Financial
6
LPL Financial
California
$11.2M +$1.47M +42,381 +15%
AFFA
7
ALM First Financial Advisors
Texas
$8.6M
TWM
8
TriaGen Wealth Management
California
$8.51M +$241K +6,942 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$7.15M +$1.23M +35,286 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.35M +$4.85M +139,461 +309%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.64M +$5.7M +163,959 New
OCG
12
Opus Capital Group
Ohio
$5.62M +$53.1K +1,527 +0.9%
RJA
13
Raymond James & Associates
Florida
$5.21M +$316K +9,105 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.91M +$2.25M +64,729 +83%
WSWA
15
Warren Street Wealth Advisors
California
$4.86M +$148K +4,251 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.72M +$4.77M +137,130 New
Jane Street
17
Jane Street
New York
$4.67M +$4.49M +129,280 +2,036%
PAG
18
Private Advisor Group
New Jersey
$4.32M +$4.37M +125,669 New
KNW
19
Kesler Norman & Wride
Utah
$4.32M -$148K -4,245 -3%
NWM
20
Napa Wealth Management
California
$3.98M +$4.02M +115,572 New
RIL
21
Rothschild Investment LLC
Illinois
$3.28M +$2.38M +68,570 +255%
OMC
22
Old Mission Capital
Illinois
$3.24M +$1.85M +53,126 +130%
WWM
23
Whalen Wealth Management
Nevada
$2.77M +$412K +11,848 +17%
TC
24
TownSquare Capital
Utah
$2.63M +$2.42M +69,667 +1,022%
FHA
25
Flagship Harbor Advisors
Massachusetts
$1.98M +$2M +57,620 New

EYLD Hedge Fund Activity: Q2 2024 in Review

84 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q2 2024, worth a combined $287M — up 26% from $228M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EYLD positions and 3 closed out — a net gain of 20 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $8.38M. The largest seller was GTS Securities, cutting an estimated $2.63M.

  • 84 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q2 2024, up from 65 in Q1 2024.
  • Funds reported $287M of Cambria Emerging Shareholder Yield ETF stock for Q2 2024, up 26% quarter-over-quarter.
  • 23 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q2 2024 and 3 closed out, a net change of +20 holders.
  • The largest Cambria Emerging Shareholder Yield ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $8.38M added.
  • The largest Cambria Emerging Shareholder Yield ETF seller in Q2 2024 was GTS Securities, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2024.