Cambria Shareholder Yield ETF
SYLD
33 hedge funds and large institutions have $28M invested in Cambria Shareholder Yield ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.
1.09% more ownership
Funds ownership: 21.74% → 22.83% (+1.1%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
4% more capital invested
Capital invested by funds: $26.8M → $28M (+$1.19M)
6% less funds holding
Funds holding: 35 → 33 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$870K |
| 3 |
Betterment LLC
New York
|
+$325K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$314K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.41M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$708K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$213K |
| 4 |
SG Americas Securities
New York
|
-$197K |
| 5 |
LPL Financial
San Diego,
California
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $69K | +$37.9K | +1,100 | +132% |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $47K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | +$37.9K | +1,100 | New |
|
29
Wells Fargo
San Francisco,
California
| $14K | -$31K | -900 | -69% |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $14K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $11K | +$11.1K | +321 | New |
|
|
SIM
32
Sonora Investment Management
Tucson,
Arizona
| $7.1K | – | – | – |
|
|
RJA
33
Raymond James & Associates
St Petersburg,
Florida
| – | -$213K | -6,232 | Closed |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$31K | -893 | Closed |
|
35
Creative Planning
Overland Park,
Kansas
| – | -$24K | -712 | Closed |
|
|
DADC
36
D.A. Davidson & Co
Great Falls,
Montana
| – | -$22K | -645 | Closed |
|
SYLD Hedge Fund Activity: Q3 2017 in Review
33 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2017, worth a combined $28M — up 4.4% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SYLD and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.52M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $1.41M.
- 33 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2017, down from 35 in Q2 2017.
- Funds reported $28M of Cambria Shareholder Yield ETF stock for Q3 2017, up 4.4% quarter-over-quarter.
- 3 funds opened new Cambria Shareholder Yield ETF positions in Q3 2017 and 4 closed out, a net change of -1 holder.
- The largest Cambria Shareholder Yield ETF buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $1.52M added.
- The largest Cambria Shareholder Yield ETF seller in Q3 2017 was Federation des caisses Desjardins du Quebec, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2017.