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Cambria Foreign Shareholder Yield ETF

47 hedge funds and large institutions have $137M invested in Cambria Foreign Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more capital invested

Capital invested by funds: $106M → $137M (+$31.1M)

15% more funds holding

Funds holding: 4147 (+6)

5.44% more ownership

Funds ownership: 69.71%75.15% (+5.4%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
23
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$20.7M -$13.7M -554,009 -39%
SAF
2
Smith Anglin Financial
Texas
$13.2M +$13.6M +551,229 New
RJA
3
Raymond James & Associates
Florida
$11.4M +$3.79M +153,061 +48%
AWM
4
Affinity Wealth Management
Delaware
$11.1M +$521K +21,060 +5%
NWM
5
NEIRG Wealth Management
Massachusetts
$9.64M +$9.93M +401,549 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.17M +$1.39M +56,013 +20%
AFFA
7
ALM First Financial Advisors
Texas
$7.2M
OCG
8
Opus Capital Group
Ohio
$7.1M +$138K +5,584 +2%
IWS
9
Insight Wealth Strategies
California
$4.94M +$5.09M +205,698 New
SL
10
Systelligence LLC
Minnesota
$4.53M +$3.39M +137,015 +265%
FA
11
Fermata Advisors
California
$3.41M +$2.52M +101,877 +255%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.37M +$3.47M +140,223 New
Stifel Financial
13
Stifel Financial
Missouri
$3.34M -$15.1K -609 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.15M +$396K +15,998 +14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.08M +$1.23M +49,761 +63%
UBS Group
16
UBS Group
Switzerland
$3M -$319K -12,906 -9%
RIL
17
Rothschild Investment LLC
Illinois
$2.66M +$1.07M +43,270 +64%
BI
18
Berkeley Inc
Idaho
$2.04M +$45.1K +1,824 +2%
NA
19
NewEdge Advisors
Louisiana
$1.79M +$269K +10,871 +17%
Citadel Advisors
20
Citadel Advisors
Florida
$1.39M +$1.43M +57,866 New
WWM
21
Western Wealth Management
Colorado
$1.31M +$126K +5,092 +10%
GWM
22
Geneos Wealth Management
Colorado
$1.2M +$298K +12,039 +32%
KNW
23
Kesler Norman & Wride
Utah
$1.11M +$53.3K +2,154 +5%
Betterment LLC
24
Betterment LLC
New York
$1.07M -$29.2K -1,179 -3%
KAS
25
Kestra Advisory Services
Texas
$1.02M +$91.2K +3,686 +10%

FYLD Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q2 2023, worth a combined $137M — up 29% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FYLD positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $13.6M. The largest seller was Cambria Investment Management, cutting an estimated $13.7M.

  • 47 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $137M of Cambria Foreign Shareholder Yield ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 11 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q2 2023 and 5 closed out, a net change of +6 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q2 2023 was Smith Anglin Financial, an estimated $13.6M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q2 2023 was Cambria Investment Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2023.