Cambria Foreign Shareholder Yield ETF
FYLD
53 hedge funds and large institutions have $156M invested in Cambria Foreign Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
8% more funds holding
Funds holding: 49 → 53 (+4)
2% less capital invested
Capital invested by funds: $160M → $156M (-$3.61M)
8.67% less ownership
Funds ownership: 72.56% → 63.89% (-8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.24M |
| 2 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
+$1.74M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$979K |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$854K |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$14.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$9.38M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.27M |
| 4 |
Jane Street
New York
|
-$1.78M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGA
51
Hobbs Group Advisors
Columbia,
South Carolina
| $1.16K | +$1.09K | +45 | New |
|
|
DFA
52
DHJJ Financial Advisors
Naperville,
Illinois
| $439 | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $14 | +$24 | +1 | New |
|
|
54
Jane Street
New York
| – | -$1.78M | -74,154 | Closed |
|
|
AWM
55
Axxcess Wealth Management
Carlsbad,
California
| – | -$364K | -15,181 | Closed |
|
|
CAAS
56
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$356K | -14,848 | Closed |
|
57
Bank of America
Charlotte,
North Carolina
| – | -$335K | -13,967 | Closed |
|
|
SPC
58
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$293K | -12,205 | Closed |
|
|
CAL
59
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$13K | -557 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
FYLD Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q4 2023, worth a combined $156M — down 2.3% from $160M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FYLD positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.24M. The largest seller was Cambria Investment Management, cutting an estimated $14.1M.
- 53 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $156M of Cambria Foreign Shareholder Yield ETF stock for Q4 2023, down 2.3% quarter-over-quarter.
- 11 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q4 2023 and 7 closed out, a net change of +4 holders.
- The largest Cambria Foreign Shareholder Yield ETF buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $2.24M added.
- The largest Cambria Foreign Shareholder Yield ETF seller in Q4 2023 was Cambria Investment Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2023.