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Cambria Emerging Shareholder Yield ETF

86 hedge funds and large institutions have $321M invested in Cambria Emerging Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $287M → $321M (+$34.5M)

2% more funds holding

Funds holding: 8486 (+2)

0.81% less ownership

Funds ownership: 68.62%67.81% (-0.81%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
16
Increased
45
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$68.8M +$23.7M +698,391 +54%
FM
2
Foster & Motley
Ohio
$31.3M +$3.89M +114,725 +15%
CIM
3
Cambria Investment Management
California
$28.3M -$3.22M -94,943 -10%
NA
4
NewEdge Advisors
Louisiana
$24.6M +$2.86M +84,306 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M +$1.66M +48,944 +9%
LPL Financial
6
LPL Financial
California
$12.4M +$1.16M +34,334 +11%
AFFA
7
ALM First Financial Advisors
Texas
$10.8M +$2.07M +60,952 +24%
TWM
8
TriaGen Wealth Management
California
$9.01M +$444K +13,093 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$7.19M -$4.21K -124 -0.1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.88M +$480K +14,149 +8%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.59M +$895K +26,383 +16%
RJA
12
Raymond James & Associates
Florida
$5.69M +$441K +13,007 +9%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.18M +$426K +12,571 +9%
OCG
14
Opus Capital Group
Ohio
$5.13M -$507K -14,955 -9%
WSWA
15
Warren Street Wealth Advisors
California
$5.1M +$207K +6,091 +4%
PAG
16
Private Advisor Group
New Jersey
$4.99M +$632K +18,620 +15%
KNW
17
Kesler Norman & Wride
Utah
$4.59M +$245K +7,222 +6%
RIL
18
Rothschild Investment LLC
Illinois
$4.19M +$870K +25,650 +27%
TC
19
TownSquare Capital
Utah
$4.11M +$1.43M +42,277 +55%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.56M +$1.09M +32,182 +77%
OMC
21
Old Mission Capital
Illinois
$2.19M -$1.04M -30,760 -33%
UAG
22
United Advisor Group
Ohio
$2.06M +$481K +14,176 +31%
FA
23
Fermata Advisors
California
$2.01M +$172K +5,081 +10%
FHA
24
Flagship Harbor Advisors
Massachusetts
$2M +$9.3K +274 +0.5%
MW
25
MBL Wealth
North Carolina
$1.94M +$526K +15,505 +38%

EYLD Hedge Fund Activity: Q3 2024 in Review

86 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Cambria Emerging Shareholder Yield ETF (EYLD) for Q3 2024, worth a combined $321M — up 12% from $287M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EYLD positions and 13 closed out — a net gain of 3 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Smith Anglin Financial, adding an estimated $23.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.67M sold.

  • 86 institutional investors held Cambria Emerging Shareholder Yield ETF (EYLD) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $321M of Cambria Emerging Shareholder Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 16 funds opened new Cambria Emerging Shareholder Yield ETF positions in Q3 2024 and 13 closed out, a net change of +3 holders.
  • The largest Cambria Emerging Shareholder Yield ETF buyer in Q3 2024 was Smith Anglin Financial, an estimated $23.7M added.
  • The largest Cambria Emerging Shareholder Yield ETF seller in Q3 2024 was Jane Street, an estimated $4.67M sold.

Based on aggregated 13F filings for Q3 2024.