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Cambria Foreign Shareholder Yield ETF
FYLD

Overview Fund Activity

41 hedge funds and large institutions have $106M invested in Cambria Foreign Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Cambria Investment Management
California
+$12.8M
2
AWM
Affinity Wealth Management
Delaware
+$11M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.11M
4
RJA
Raymond James & Associates
Florida
+$4.37M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.08M

Top Sellers

1
FA
Fermata Advisors
California
-$2.39M
2
FTUS
Flow Traders U.S.
New York
-$1.37M
3
MCC
Money Concepts Capital
Florida
-$784K
4
WWM
Western Wealth Management
Colorado
-$477K
5
Citadel Advisors
Citadel Advisors
Florida
-$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$35.4M +$12.8M +510,387 +56%
AWM
2
Affinity Wealth Management
Delaware
$11M +$11M +441,278 New
RJA
3
Raymond James & Associates
Florida
$8.04M +$4.37M +174,679 +119%
AFFA
4
ALM First Financial Advisors
Texas
$7.5M – – –
OCG
5
Opus Capital Group
Ohio
$7.25M +$72.4K +2,895 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$7.11M +$7.11M +284,150 New
Stifel Financial
7
Stifel Financial
Missouri
$3.5M +$1.05M +41,839 +43%
UBS Group
8
UBS Group
Switzerland
$3.45M +$31.7K +1,266 +0.9%
BI
9
Berkeley Inc
Idaho
$2.08M +$643K +25,695 +45%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.96M +$1.08M +43,102 +122%
RIL
11
Rothschild Investment LLC
Illinois
$1.69M +$221K +8,850 +15%
NA
12
NewEdge Advisors
Louisiana
$1.59M +$82.1K +3,282 +5%
SL
13
Systelligence LLC
Minnesota
$1.29M -$41.4K -1,654 -3%
WWM
14
Western Wealth Management
Colorado
$1.24M -$477K -19,081 -28%
Betterment LLC
15
Betterment LLC
New York
$1.14M -$196K -7,832 -15%
KNW
16
Kesler Norman & Wride
Utah
$1.11M +$10.1K +404 +0.9%
LPL Financial
17
LPL Financial
California
$1.07M +$535K +21,396 +101%
FA
18
Fermata Advisors
California
$1M -$2.39M -95,441 -70%
JIP
19
Jaffetilchin Investment Partners
Florida
$965K +$965K +38,598 New
KAS
20
Kestra Advisory Services
Texas
$965K -$3.2K -128 -0.3%
GWM
21
Geneos Wealth Management
Colorado
$947K -$328K -13,127 -26%
Jane Street
22
Jane Street
New York
$845K +$845K +33,773 New
AWA
23
ARQ Wealth Advisors
Arizona
$792K +$88.9K +3,553 +13%
Osaic Holdings
24
Osaic Holdings
Arizona
$726K -$186K -7,392 -20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$658K +$362K +14,483 +122%
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