Cambria Shareholder Yield ETF
SYLD
34 hedge funds and large institutions have $22.3M invested in Cambria Shareholder Yield ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $17.8M → $22.3M (+$4.58M)
6% more funds holding
Funds holding: 32 → 34 (+2)
2.54% more ownership
Funds ownership: 14.42% → 16.95% (+2.5%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$2.68M |
| 2 |
Betterment LLC
New York
|
+$1.13M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$651K |
| 4 |
Jane Street
New York
|
+$447K |
| 5 |
SG Americas Securities
New York
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$272K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$222K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$221K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$174K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $78K | – | – | – |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $43K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $27K | -$31.3K | -1,000 | -55% |
|
29
Morgan Stanley
New York
| $23K | +$16.7K | +534 | +310% |
|
30
Creative Planning
Overland Park,
Kansas
| $18K | +$3.2K | +102 | +22% |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $12K | +$11.9K | +380 | New |
|
|
SIM
32
Sonora Investment Management
Tucson,
Arizona
| $6.51K | – | – | – |
|
|
JMPWA
33
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$272K | -9,045 | Closed |
|
|
BCMIO
34
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$39K | -1,300 | Closed |
|
|
SIC
35
Salem Investment Counselors
Winston Salem,
North Carolina
| – | +$376 | +12 | New |
|
SYLD Hedge Fund Activity: Q4 2016 in Review
34 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2016, worth a combined $22.3M — up 26% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SYLD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $2.68M. The largest seller was Susquehanna International Group, cutting an estimated $1.68M.
- 34 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $22.3M of Cambria Shareholder Yield ETF stock for Q4 2016, up 26% quarter-over-quarter.
- 5 funds opened new Cambria Shareholder Yield ETF positions in Q4 2016 and 2 closed out, a net change of +3 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q4 2016 was Cambria Investment Management, an estimated $2.68M added.
- The largest Cambria Shareholder Yield ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2016.