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Cambria Foreign Shareholder Yield ETF
FYLD

47 hedge funds and large institutions have $137M invested in Cambria Foreign Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $106M → $137M (+$31.1M)

15% more funds holding

Funds holding: 41 → 47 (+6)

5.44% more ownership

Funds ownership: 69.71% → 75.15% (+5.4%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
23
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAF
Smith Anglin Financial
Texas
+$13.6M
2
NWM
NEIRG Wealth Management
Massachusetts
+$9.93M
3
IWS
Insight Wealth Strategies
California
+$5.09M
4
RJA
Raymond James & Associates
Florida
+$3.79M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.47M

Top Sellers

1
CIM
Cambria Investment Management
California
-$13.7M
2
JIP
Jaffetilchin Investment Partners
Florida
-$965K
3
Jane Street
Jane Street
New York
-$845K
4
LPL Financial
LPL Financial
California
-$434K
5
OMC
Old Mission Capital
Illinois
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
ARQ Wealth Advisors
Arizona
$839K +$81.3K +3,289 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$685K +$53.9K +2,179 +8%
LPL Financial
28
LPL Financial
California
$602K -$434K -17,543 -41%
PCM
29
Parsons Capital Management
Rhode Island
$553K -$55.8K -2,257 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$468K -$234K -9,471 -33%
Mariner
31
Mariner
Kansas
$430K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$392K +$403K +16,306 New
CAAS
33
Capital Asset Advisory Services
Michigan
$389K -$22.7K -918 -6%
Truist Financial
34
Truist Financial
North Carolina
$381K +$389K +15,730 New
MML Investors Services
35
MML Investors Services
Massachusetts
$325K +$32.1K +1,297 +11%
RJT
36
Raymond James Trust
Florida
$277K +$285K +11,537 New
SPC
37
Sigma Planning Corp
Michigan
$269K +$3.49K +141 +1%
FTUS
38
Flow Traders U.S.
New York
$249K +$256K +10,357 New
LNC
39
Lincoln National Corp
Pennsylvania
$212K +$218K +8,830 New
OFG
40
Oxford Financial Group
Indiana
$85.3K +$87.8K +3,551 New
IGWM
41
ICA Group Wealth Management
Colorado
$53.9K +$38.8K +1,570 +233%
QCG
42
Quadrant Capital Group
Ohio
$5.45K – – –
HFS
43
Hantz Financial Services
Michigan
$2K +$25 +1 +1%
JWM
44
Janiczek Wealth Management
Colorado
$1.19K +$25 +1 +2%
HI
45
Harbour Investments
Wisconsin
$1.13K -$2.67K -108 -70%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$480 -$5.22K -211 -91%
Morgan Stanley
47
Morgan Stanley
New York
$216 +$198 +8 +800%
Wells Fargo
48
Wells Fargo
California
$8 – – –
JIP
49
Jaffetilchin Investment Partners
Florida
– -$965K -38,598 Closed
Jane Street
50
Jane Street
New York
– -$845K -33,773 Closed
1
2
3

FYLD Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q2 2023, worth a combined $137M — up 29% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FYLD positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $13.6M. The largest seller was Cambria Investment Management, cutting an estimated $13.7M.

  • 47 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $137M of Cambria Foreign Shareholder Yield ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 11 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q2 2023 and 5 closed out, a net change of +6 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q2 2023 was Smith Anglin Financial, an estimated $13.6M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q2 2023 was Cambria Investment Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2023.