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Cambria Foreign Shareholder Yield ETF
FYLD

62 hedge funds and large institutions have $190M invested in Cambria Foreign Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

3% more funds holding

Funds holding: 60 → 62 (+2)

1% more capital invested

Capital invested by funds: $187M → $190M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.98% less ownership

Funds ownership: 70.32% → 68.34% (-2%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.63M
2
SAI
Savvy Advisors Inc
New York
+$2.5M
3
AP
Aspect Partners
Virginia
+$1.61M
4
LPL Financial
LPL Financial
California
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.01M

Top Sellers

1
FFA
Farther Finance Advisors
California
-$1.45M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$973K
3
Citadel Advisors
Citadel Advisors
Florida
-$960K
4
SAF
Smith Anglin Financial
Texas
-$813K
5
LNC
Lincoln National Corp
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.24M -$622K -22,891 -33%
DAS
27
Dynamic Advisor Solutions
Arizona
$1.16M +$115K +4,229 +11%
UBS Group
28
UBS Group
Switzerland
$1.13M -$671K -24,701 -37%
CBT
29
CoreFirst Bank & Trust
Kansas
$1.1M +$138K +5,070 +14%
Betterment LLC
30
Betterment LLC
New York
$954K -$83K -3,052 -8%
KAS
31
Kestra Advisory Services
Texas
$924K -$32.9K -1,211 -3%
DADC
32
D.A. Davidson & Co
Montana
$784K +$272K +10,005 +51%
GWM
33
Geneos Wealth Management
Colorado
$739K -$92.8K -3,413 -11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$696K -$20.8K -765 -3%
NWM
35
Napa Wealth Management
California
$663K +$682K +25,094 New
FTUS
36
Flow Traders U.S.
New York
$580K +$230K +8,456 +63%
Mariner
37
Mariner
Kansas
$478K – – –
Truist Financial
38
Truist Financial
North Carolina
$475K +$25.8K +950 +6%
GIA
39
Gladstone Institutional Advisory
Florida
$445K +$22.2K +816 +5%
RJT
40
Raymond James Trust
Florida
$408K -$9.73K -358 -2%
MML Investors Services
41
MML Investors Services
Massachusetts
$400K +$1.47K +54 +0.4%
MFP
42
Meridian Financial Partners
Virginia
$382K +$385K +14,149 New
IFG
43
Independent Financial Group
California
$303K -$7.01K -258 -2%
PCM
44
Parsons Capital Management
Rhode Island
$247K -$6.12K -225 -2%
SC
45
Sapient Capital
Indiana
$242K +$30K +1,102 +14%
TFM
46
Trademark Financial Management
Minnesota
$232K +$239K +8,792 New
SPC
47
Sigma Planning Corp
Michigan
$229K -$22K -809 -9%
RIA
48
Regal Investment Advisors
Michigan
$216K +$222K +8,180 New
GS
49
GTS Securities
New York
$216K +$222K +8,171 New
FFA
50
Farther Finance Advisors
California
$123K -$1.45M -53,162 -92%
1
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FYLD Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q2 2024, worth a combined $190M — up 1.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FYLD positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $8.63M. The largest seller was Farther Finance Advisors, cutting an estimated $1.45M.

  • 62 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q2 2024, up from 60 in Q1 2024.
  • Funds reported $190M of Cambria Foreign Shareholder Yield ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 10 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $8.63M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q2 2024 was Farther Finance Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2024.