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Cambria Foreign Shareholder Yield ETF
FYLD

62 hedge funds and large institutions have $190M invested in Cambria Foreign Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

3% more funds holding

Funds holding: 60 → 62 (+2)

1% more capital invested

Capital invested by funds: $187M → $190M (+$2.73M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.98% less ownership

Funds ownership: 70.32% → 68.34% (-2%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.63M
2
SAI
Savvy Advisors Inc
New York
+$2.5M
3
AP
Aspect Partners
Virginia
+$1.61M
4
LPL Financial
LPL Financial
California
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.01M

Top Sellers

1
FFA
Farther Finance Advisors
California
-$1.45M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$973K
3
Citadel Advisors
Citadel Advisors
Florida
-$960K
4
SAF
Smith Anglin Financial
Texas
-$813K
5
LNC
Lincoln National Corp
Pennsylvania
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Cambria Investment Management
California
$28.2M -$673K -24,765 -2%
SAF
2
Smith Anglin Financial
Texas
$16.8M -$813K -29,927 -4%
RJA
3
Raymond James & Associates
Florida
$15.2M +$812K +29,873 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M -$973K -35,800 -7%
RIL
5
Rothschild Investment LLC
Illinois
$11.7M +$628K +23,108 +6%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$8.63M +$8.63M +317,612 New
OCG
7
Opus Capital Group
Ohio
$8.17M +$165K +6,052 +2%
LFA
8
Longview Financial Advisors
Alabama
$8.09M -$52.2K -1,922 -0.6%
AFFA
9
ALM First Financial Advisors
Texas
$7.93M – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.28M +$1.01M +37,219 +19%
Stifel Financial
11
Stifel Financial
Missouri
$6.12M +$218K +8,016 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.11M +$169K +6,227 +3%
IWS
13
Insight Wealth Strategies
California
$5.22M +$35.1K +1,290 +0.7%
KNW
14
Kesler Norman & Wride
Utah
$5.03M -$60.6K -2,230 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.79M +$70K +2,574 +1%
FA
16
Fermata Advisors
California
$4.31M +$136K +4,997 +3%
LPL Financial
17
LPL Financial
California
$3.67M +$1.09M +39,950 +40%
BI
18
Berkeley Inc
Idaho
$2.92M -$44.6K -1,640 -1%
SAI
19
Savvy Advisors Inc
New York
$2.43M +$2.5M +91,929 New
AP
20
Aspect Partners
Virginia
$2.2M +$1.61M +59,175 +246%
UAG
21
United Advisor Group
Ohio
$2.06M +$365K +13,423 +21%
SA
22
Sanctuary Advisors
Indiana
$1.78M +$1.79M +65,818 New
NA
23
NewEdge Advisors
Louisiana
$1.38M +$641K +23,572 +82%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.35M +$878K +32,304 +174%
AWA
25
ARQ Wealth Advisors
Arizona
$1.34M +$119K +4,389 +10%
1
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FYLD Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q2 2024, worth a combined $190M — up 1.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FYLD positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $8.63M. The largest seller was Farther Finance Advisors, cutting an estimated $1.45M.

  • 62 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q2 2024, up from 60 in Q1 2024.
  • Funds reported $190M of Cambria Foreign Shareholder Yield ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 10 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $8.63M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q2 2024 was Farther Finance Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2024.