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Cambria Foreign Shareholder Yield ETF

59 hedge funds and large institutions have $231M invested in Cambria Foreign Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1.58% more ownership

Funds ownership: 71.72%73.3% (+1.6%)

0% more funds holding

Funds holding: 5959 (0)

8% less capital invested

Capital invested by funds: $251M → $231M (-$19.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
30
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
26
Oregon Pacific Wealth Management
Oregon
$1.65M +$1.73M +65,505 New
AWA
27
ARQ Wealth Advisors
Arizona
$1.63M +$252K +9,543 +17%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.49M +$91.9K +3,482 +6%
NWM
29
Napa Wealth Management
California
$1.24M +$1.29M +49,060 New
DAS
30
Dynamic Advisor Solutions
Arizona
$1.23M +$62.5K +2,367 +5%
CBT
31
CoreFirst Bank & Trust
Kansas
$1.1M +$40.8K +1,545 +4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$977K +$231K +8,760 +29%
DADC
33
D.A. Davidson & Co
Montana
$936K +$83.2K +3,154 +9%
Betterment LLC
34
Betterment LLC
New York
$883K +$8.58K +325 +0.9%
SA
35
Sanctuary Advisors
Indiana
$833K +$34K +1,288 +4%
NA
36
NewEdge Advisors
Louisiana
$811K +$1.03K +39 +0.1%
GWM
37
Geneos Wealth Management
Colorado
$789K +$71.7K +2,717 +10%
UBS Group
38
UBS Group
Switzerland
$772K -$69.8K -2,646 -8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$684K +$14.9K +563 +2%
Mariner
40
Mariner
Kansas
$463K +$7.39K +280 +2%
GIA
41
Gladstone Institutional Advisory
Florida
$441K +$8K +303 +2%
Truist Financial
42
Truist Financial
North Carolina
$389K -$112K -4,239 -22%
BCG
43
Bravias Capital Group
New Jersey
$383K +$395K +14,976 New
MFP
44
Meridian Financial Partners
Virginia
$317K -$51.7K -1,958 -13%
IFG
45
Independent Financial Group
California
$311K +$8.21K +311 +3%
MML Investors Services
46
MML Investors Services
Massachusetts
$292K -$132K -4,988 -30%
SCA
47
Snowden Capital Advisors
New York
$252K
SC
48
Sapient Capital
Indiana
$250K
FFA
49
Farther Finance Advisors
California
$47.6K -$14.7K -556 -23%
HI
50
Harbour Investments
Wisconsin
$42.5K

FYLD Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q4 2024, worth a combined $231M — down 7.8% from $251M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FYLD positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.12M. The largest seller was Cambria Investment Management, cutting an estimated $17.1M.

  • 59 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $231M of Cambria Foreign Shareholder Yield ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 10 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $9.12M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q4 2024 was Cambria Investment Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2024.