We are live on ! Find out more
FYLD icon

Cambria Foreign Shareholder Yield ETF

59 hedge funds and large institutions have $251M invested in Cambria Foreign Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

32% more capital invested

Capital invested by funds: $190M → $251M (+$60.7M)

3.37% more ownership

Funds ownership: 68.34%71.72% (+3.4%)

5% less funds holding

Funds holding: 6259 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
36
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$60.9M +$41.6M +1,551,009 +244%
CIM
2
Cambria Investment Management
California
$26.3M -$3.34M -124,537 -12%
RJA
3
Raymond James & Associates
Florida
$16.2M +$141K +5,263 +0.9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$369K +13,770 +3%
RIL
5
Rothschild Investment LLC
Illinois
$13.3M +$942K +35,171 +8%
AFFA
6
ALM First Financial Advisors
Texas
$11M +$2.56M +95,732 +32%
LFA
7
Longview Financial Advisors
Alabama
$8.57M +$39.7K +1,481 +0.5%
OCG
8
Opus Capital Group
Ohio
$8.04M -$545K -20,328 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.42M +$2.28M +84,950 +47%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.13M +$655K +24,454 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.08M +$446K +16,665 +7%
Stifel Financial
12
Stifel Financial
Missouri
$6.88M +$407K +15,191 +7%
BI
13
Berkeley Inc
Idaho
$6.2M +$3M +111,963 +101%
IWS
14
Insight Wealth Strategies
California
$5.69M +$180K +6,713 +3%
KNW
15
Kesler Norman & Wride
Utah
$5.57M +$263K +9,824 +5%
FA
16
Fermata Advisors
California
$4.86M +$300K +11,194 +7%
LPL Financial
17
LPL Financial
California
$4.42M +$529K +19,762 +14%
VP
18
Verum Partners
North Carolina
$4.23M +$4.07M +151,953 New
SAI
19
Savvy Advisors Inc
New York
$2.87M +$299K +11,178 +12%
UAG
20
United Advisor Group
Ohio
$2.87M +$667K +24,889 +32%
AP
21
Aspect Partners
Virginia
$2.53M +$204K +7,600 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.28M +$941K +35,128 +75%
MWM
23
Modern Wealth Management
Kansas
$2.03M +$1.96M +73,017 New
WWM
24
Western Wealth Management
Colorado
$1.6M +$1.54M +57,539 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.55M +$126K +4,721 +9%

FYLD Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q3 2024, worth a combined $251M — up 32% from $190M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FYLD and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 36 added.

The largest buyer was Smith Anglin Financial, adding an estimated $41.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $8.63M sold.

  • 59 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q3 2024, down from 62 in Q2 2024.
  • Funds reported $251M of Cambria Foreign Shareholder Yield ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 6 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q3 2024 and 8 closed out, a net change of -2 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q3 2024 was Smith Anglin Financial, an estimated $41.6M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2024.