We are live on ! Find out more
FYLD icon

Cambria Foreign Shareholder Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4749 (+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: 21 (-1)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$31.1M +$10.7M +437,274 +51%
SAF
2
Smith Anglin Financial
Texas
$14.5M +$1.3M +53,246 +10%
RJA
3
Raymond James & Associates
Florida
$11.9M +$527K +21,614 +5%
Citadel Advisors
4
Citadel Advisors
Florida
$11.1M +$9.93M +406,765 +703%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.96M +$1.84M +75,335 +22%
CW
6
Connectus Wealth
Ohio
$8.65M +$8.8M +360,708 New
RIL
7
Rothschild Investment LLC
Illinois
$8.45M +$5.9M +241,780 +218%
AFFA
8
ALM First Financial Advisors
Texas
$7.19M
OCG
9
Opus Capital Group
Ohio
$6.91M -$185K -7,579 -3%
IWS
10
Insight Wealth Strategies
California
$4.83M -$109K -4,470 -2%
Stifel Financial
11
Stifel Financial
Missouri
$4.42M +$1.1M +45,135 +32%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.42M +$1.07M +44,004 +31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.98M +$919K +37,652 +29%
FA
14
Fermata Advisors
California
$3.69M +$297K +12,172 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.61M +$476K +19,501 +15%
UBS Group
16
UBS Group
Switzerland
$3.08M +$82.2K +3,367 +3%
KNW
17
Kesler Norman & Wride
Utah
$2.66M +$1.57M +64,418 +139%
BI
18
Berkeley Inc
Idaho
$2.4M +$373K +15,302 +18%
NA
19
NewEdge Advisors
Louisiana
$2M +$218K +8,917 +12%
Jane Street
20
Jane Street
New York
$1.78M +$1.81M +74,154 New
LPL Financial
21
LPL Financial
California
$1.62M +$1.03M +42,348 +169%
WWM
22
Western Wealth Management
Colorado
$1.33M +$14.3K +588 +1%
GWM
23
Geneos Wealth Management
Colorado
$1.18M -$21.1K -866 -2%
Betterment LLC
24
Betterment LLC
New York
$1.06M -$5.13K -210 -0.5%
KAS
25
Kestra Advisory Services
Texas
$1.03M +$17.2K +705 +2%

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.