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Cambria Foreign Shareholder Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 4953 (+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%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
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
22
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$18.5M -$14.1M -581,206 -45%
SAF
2
Smith Anglin Financial
Texas
$16.5M +$854K +35,194 +6%
RJA
3
Raymond James & Associates
Florida
$13.4M +$609K +25,096 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$2.24M +92,172 +22%
RIL
5
Rothschild Investment LLC
Illinois
$9.85M +$720K +29,679 +8%
CW
6
Connectus Wealth
Ohio
$8.8M -$472K -19,471 -5%
LFA
7
Longview Financial Advisors
Alabama
$7.93M +$7.47M +307,701 New
OCG
8
Opus Capital Group
Ohio
$7.88M +$422K +17,403 +6%
AFFA
9
ALM First Financial Advisors
Texas
$7.73M
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.79M +$979K +40,345 +22%
IWS
11
Insight Wealth Strategies
California
$5.12M -$62.3K -2,569 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.74M +$435K +17,919 +11%
KNW
13
Kesler Norman & Wride
Utah
$4.7M +$1.74M +71,603 +65%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.58M +$651K +26,831 +18%
FA
15
Fermata Advisors
California
$4.26M +$268K +11,066 +7%
UBS Group
16
UBS Group
Switzerland
$2.96M -$331K -13,626 -11%
BI
17
Berkeley Inc
Idaho
$2.86M +$260K +10,699 +11%
LPL Financial
18
LPL Financial
California
$2.13M +$367K +15,139 +22%
Citadel Advisors
19
Citadel Advisors
Florida
$2.01M -$9.38M -386,678 -83%
WWM
20
Western Wealth Management
Colorado
$1.4M -$21K -866 -2%
Stifel Financial
21
Stifel Financial
Missouri
$1.28M -$3.27M -134,867 -73%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.25M +$313K +12,915 +36%
KAS
23
Kestra Advisory Services
Texas
$1.11M +$6.19K +255 +0.6%
AWA
24
ARQ Wealth Advisors
Arizona
$1.11M +$37K +1,527 +4%
Betterment LLC
25
Betterment LLC
New York
$1.07M -$71.4K -2,943 -7%

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.