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Cambria Foreign Shareholder Yield ETF
FYLD

59 hedge funds and large institutions have $231M invested in Cambria Foreign Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1.58% more ownership

Funds ownership: 71.72% → 73.3% (+1.6%)

0% more funds holding

Funds holding: 59 → 59 (0)

8% less capital invested

Capital invested by funds: $251M → $231M (-$19.6M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
30
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.12M
2
ETC
Exchange Traded Concepts
Oklahoma
+$4.23M
3
SAF
Smith Anglin Financial
Texas
+$3.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.31M
5
AFFA
ALM First Financial Advisors
Texas
+$1.38M

Top Sellers

1
CIM
Cambria Investment Management
California
-$17.1M
2
BI
Berkeley Inc
Idaho
-$2.93M
3
KNW
Kesler Norman & Wride
Utah
-$2.62M
4
WWM
Western Wealth Management
Colorado
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$58.2M +$3.19M +120,731 +6%
IA
2
Intellus Advisors
Florida
$12.8M +$13.4M +509,094 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.8M -$535K -20,268 -4%
RIL
4
Rothschild Investment LLC
Illinois
$12M -$5.52K -209 -0%
AFFA
5
ALM First Financial Advisors
Texas
$11.3M +$1.38M +52,206 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$11.1M +$11.7M +441,382 New
LFA
7
Longview Financial Advisors
Alabama
$8.74M +$1.03M +39,115 +13%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$8.71M +$9.12M +345,605 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.62M +$2.31M +87,372 +34%
OCG
10
Opus Capital Group
Ohio
$7.89M +$633K +23,968 +8%
CIM
11
Cambria Investment Management
California
$7.48M -$17.1M -647,323 -69%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.02M +$319K +12,068 +5%
IWS
13
Insight Wealth Strategies
California
$5.34M +$192K +7,277 +4%
Stifel Financial
14
Stifel Financial
Missouri
$4.98M -$1.31M -49,599 -20%
LPL Financial
15
LPL Financial
California
$4.9M +$948K +35,903 +23%
VP
16
Verum Partners
North Carolina
$4.49M +$694K +26,281 +17%
FA
17
Fermata Advisors
California
$4.24M -$164K -6,215 -4%
ETC
18
Exchange Traded Concepts
Oklahoma
$4.04M +$4.23M +160,328 New
UAG
19
United Advisor Group
Ohio
$3.29M +$725K +27,450 +27%
BI
20
Berkeley Inc
Idaho
$2.82M -$2.93M -110,911 -50%
SAI
21
Savvy Advisors Inc
New York
$2.65M +$56.2K +2,130 +2%
KNW
22
Kesler Norman & Wride
Utah
$2.54M -$2.62M -99,409 -50%
AP
23
Aspect Partners
Virginia
$2.44M +$155K +5,883 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.3M +$241K +9,135 +11%
MWM
25
Modern Wealth Management
Kansas
$1.89M +$56.6K +2,145 +3%
1
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FYLD Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Foreign Shareholder Yield ETF (FYLD) for Q4 2024, worth a combined $231M — down 7.8% from $251M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FYLD positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.12M. The largest seller was Cambria Investment Management, cutting an estimated $17.1M.

  • 59 institutional investors held Cambria Foreign Shareholder Yield ETF (FYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $231M of Cambria Foreign Shareholder Yield ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 10 funds opened new Cambria Foreign Shareholder Yield ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest Cambria Foreign Shareholder Yield ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $9.12M added.
  • The largest Cambria Foreign Shareholder Yield ETF seller in Q4 2024 was Cambria Investment Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2024.