Cambria Foreign Shareholder Yield ETF
FYLD
49 hedge funds and large institutions have $160M invested in Cambria Foreign Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 6 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $137M → $160M (+$22.9M)
4% more funds holding
Funds holding: 47 → 49 (+2)
2.59% less ownership
Funds ownership: 75.15% → 72.56% (-2.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$10.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.93M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$8.8M |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$5.9M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$11.1M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.53M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$249K |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$185K |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
AWM
52
Affinity Wealth Management
Wilmington,
Delaware
| – | -$11.1M | -462,338 | Closed |
|
|
NWM
53
NEIRG Wealth Management
North Andover,
Massachusetts
| – | -$9.64M | -401,549 | Closed |
|
|
SL
54
Systelligence LLC
Bloomington,
Minnesota
| – | -$4.53M | -188,698 | Closed |
|
|
FTUS
55
Flow Traders U.S.
New York
| – | -$249K | -10,357 | Closed |
|
|
OFG
56
Oxford Financial Group
Carmel,
Indiana
| – | -$85.3K | -3,551 | Closed |
|
|
IGWM
57
ICA Group Wealth Management
Denver,
Colorado
| – | -$53.9K | -2,244 | Closed |
|
FYLD Hedge Fund Activity: Q3 2023 in Review
49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q3 2023, worth a combined $160M — up 17% from $137M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYLD positions and 6 closed out — a net gain of 2 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $10.7M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $11.1M sold.
- 49 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q3 2023, up from 47 in Q2 2023.
- Funds reported $160M of Cambria Foreign Shareholder Yield ETF stock for Q3 2023, up 17% quarter-over-quarter.
- 8 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q3 2023 and 6 closed out, a net change of +2 holders.
- The largest Cambria Foreign Shareholder Yield ETF buyer in Q3 2023 was Cambria Investment Management, an estimated $10.7M added.
- The largest Cambria Foreign Shareholder Yield ETF seller in Q3 2023 was Affinity Wealth Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2023.