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Cambria Foreign Shareholder Yield ETF

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

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

52% more capital invested

Capital invested by funds: $69.8M → $106M (+$36.3M)

14% more funds holding

Funds holding: 3641 (+5)

5.59% more ownership

Funds ownership: 64.12%69.71% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$35.4M +$13M +510,387 +56%
AWM
2
Affinity Wealth Management
Delaware
$11M +$11.2M +441,278 New
RJA
3
Raymond James & Associates
Florida
$8.04M +$4.44M +174,679 +119%
AFFA
4
ALM First Financial Advisors
Texas
$7.5M
OCG
5
Opus Capital Group
Ohio
$7.25M +$73.6K +2,895 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$7.11M +$7.22M +284,150 New
Stifel Financial
7
Stifel Financial
Missouri
$3.5M +$1.06M +41,839 +43%
UBS Group
8
UBS Group
Switzerland
$3.45M +$32.2K +1,266 +0.9%
BI
9
Berkeley Inc
Idaho
$2.08M +$653K +25,695 +45%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.96M +$1.1M +43,102 +122%
RIL
11
Rothschild Investment LLC
Illinois
$1.69M +$225K +8,850 +15%
NA
12
NewEdge Advisors
Louisiana
$1.59M +$83.4K +3,282 +5%
SL
13
Systelligence LLC
Minnesota
$1.29M -$42K -1,654 -3%
WWM
14
Western Wealth Management
Colorado
$1.24M -$485K -19,081 -28%
Betterment LLC
15
Betterment LLC
New York
$1.14M -$199K -7,832 -15%
KNW
16
Kesler Norman & Wride
Utah
$1.11M +$10.3K +404 +0.9%
LPL Financial
17
LPL Financial
California
$1.07M +$544K +21,396 +101%
FA
18
Fermata Advisors
California
$1M -$2.43M -95,441 -70%
JIP
19
Jaffetilchin Investment Partners
Florida
$965K +$981K +38,598 New
KAS
20
Kestra Advisory Services
Texas
$965K -$3.25K -128 -0.3%
GWM
21
Geneos Wealth Management
Colorado
$947K -$334K -13,127 -26%
Jane Street
22
Jane Street
New York
$845K +$858K +33,773 New
AWA
23
ARQ Wealth Advisors
Arizona
$792K +$90.3K +3,553 +13%
Osaic Holdings
24
Osaic Holdings
Arizona
$726K -$188K -7,392 -20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$658K +$368K +14,483 +122%

FYLD Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q1 2023, worth a combined $106M — up 52% from $69.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FYLD positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $13M. The largest seller was Fermata Advisors, cutting an estimated $2.43M.

  • 41 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $106M of Cambria Foreign Shareholder Yield ETF stock for Q1 2023, up 52% quarter-over-quarter.
  • 9 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q1 2023 and 4 closed out, a net change of +5 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q1 2023 was Cambria Investment Management, an estimated $13M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q1 2023 was Fermata Advisors, an estimated $2.43M sold.

Based on aggregated 13F filings for Q1 2023.