Cambria Shareholder Yield ETF
SYLD
35 hedge funds and large institutions have $41.4M invested in Cambria Shareholder Yield ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
48% more capital invested
Capital invested by funds: $28M → $41.4M (+$13.5M)
6% more funds holding
Funds holding: 33 → 35 (+2)
5.96% more ownership
Funds ownership: 22.83% → 28.79% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.53M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$5.32M |
| 3 |
Betterment LLC
New York
|
+$264K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$250K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 2 |
SG Americas Securities
New York
|
-$857K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$574K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$373K |
| 5 |
Jane Street
New York
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $125K | +$78.8K | +2,150 | +195% |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $87K | -$770 | -21 | -0.9% |
|
28
Morgan Stanley
New York
| $62K | -$11.4K | -310 | -16% |
|
29
Wells Fargo
San Francisco,
California
| $62K | +$44.5K | +1,214 | +304% |
|
30
Envestnet Asset Management
Chicago,
Illinois
| $50K | – | – | – |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| $50K | +$47.9K | +1,306 | New |
|
32
US Bancorp
Minneapolis,
Minnesota
| $19K | +$18.3K | +500 | New |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $15K | – | – | – |
|
|
SIM
34
Sonora Investment Management
Tucson,
Arizona
| $7.68K | – | – | – |
|
|
WFG
35
Wills Financial Group
Richmond,
Virginia
| – | -$330K | -9,279 | Closed |
|
|
GRP
36
Global Retirement Partners
San Rafael,
California
| – | -$11K | -321 | Closed |
|
SYLD Hedge Fund Activity: Q4 2017 in Review
35 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2017, worth a combined $41.4M — up 48% from $28M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SYLD positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $7.53M. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.
- 35 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2017, up from 33 in Q3 2017.
- Funds reported $41.4M of Cambria Shareholder Yield ETF stock for Q4 2017, up 48% quarter-over-quarter.
- 4 funds opened new Cambria Shareholder Yield ETF positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q4 2017 was UBS Group, an estimated $7.53M added.
- The largest Cambria Shareholder Yield ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2017.