Cambria Shareholder Yield ETF
SYLD
35 hedge funds and large institutions have $15.2M invested in Cambria Shareholder Yield ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
58% more capital invested
Capital invested by funds: $9.67M → $15.2M (+$5.58M)
46% more funds holding
Funds holding: 24 → 35 (+11)
2% more ownership
Funds ownership: 5.36% → 7.36% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$936K |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$574K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$540K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$734K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$99.9K |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$63.5K |
| 4 |
Morgan Stanley
New York
|
-$32.3K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$23.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWM
26
B. Riley Wealth Management
Memphis,
Tennessee
| $39K | +$38.2K | +1,300 | New |
|
|
CLOS
27
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $35K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $34K | +$33.1K | +1,127 | New |
|
|
29
Creative Planning
Overland Park,
Kansas
| $15K | -$23.4K | -797 | -61% |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $11K | – | – | – |
|
|
31
Morgan Stanley
New York
| $9K | -$32.3K | -1,100 | -79% |
|
|
SF
32
Synovus Financial
Columbus,
Georgia
| $9K | +$8.81K | +300 | New |
|
33
Wells Fargo
San Francisco,
California
| $9K | +$8.87K | +302 | New |
|
|
VIA
34
Vantage Investment Advisors
State College,
Pennsylvania
| $9K | +$8.93K | +304 | New |
|
|
U
35
UBS
Zurich,
Switzerland
| $6K | -$99.9K | -3,400 | -94% |
|
|
VKH
36
Virtu KCG Holdings
New York
| – | -$734K | -24,976 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -74 | Closed |
|
SYLD Hedge Fund Activity: Q1 2014 in Review
35 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2014, worth a combined $15.2M — up 58% from $9.67M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SYLD positions and 2 closed out — a net gain of 11 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $1.17M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $734K sold.
- 35 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2014, up from 24 in Q4 2013.
- Funds reported $15.2M of Cambria Shareholder Yield ETF stock for Q1 2014, up 58% quarter-over-quarter.
- 13 funds opened new Cambria Shareholder Yield ETF positions in Q1 2014 and 2 closed out, a net change of +11 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q1 2014 was Suntrust Banks, an estimated $1.17M added.
- The largest Cambria Shareholder Yield ETF seller in Q1 2014 was Virtu KCG Holdings, an estimated $734K sold.
Based on aggregated 13F filings for Q1 2014.