Cambria Shareholder Yield ETF
SYLD
36 hedge funds and large institutions have $33.2M invested in Cambria Shareholder Yield ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
13% more funds holding
Funds holding: 32 → 36 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
54.41% less ownership
Funds ownership: 79.84% → 25.42% (-54%)
71% less capital invested
Capital invested by funds: $116M → $33.2M (-$82.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$934K |
| 2 |
PC
Palo Capital
Newport Beach,
California
|
+$207K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$89.3K |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$82.7K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$75.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.21M |
| 3 |
Jane Street
New York
|
-$331K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$278K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $89K | +$4.43K | +115 | +5% |
|
27
Morgan Stanley
New York
| $63K | +$1.12K | +29 | +2% |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $50K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $30K | +$11.6K | +300 | +60% |
|
|
CF
30
Centaurus Financial
Anaheim,
California
| $24K | +$24.2K | +629 | New |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $14K | – | – | – |
|
|
NWM
32
Northwest Wealth Management
Spencer,
Iowa
| $9K | – | – | – |
|
|
SIM
33
Sonora Investment Management
Tucson,
Arizona
| $8K | – | – | – |
|
|
CFN
34
Cordasco Financial Network
Naples,
Florida
| $4K | +$3.85K | +100 | New |
|
|
FMP
35
Financial Management Professionals
Austin,
Texas
| $3K | +$3.5K | +91 | New |
|
|
CS
36
Credit Suisse
Zurich,
Switzerland
| – | -$75.4M | -2,000,000 | Closed |
|
SYLD Hedge Fund Activity: Q2 2018 in Review
36 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2018, worth a combined $33.2M — down 71% from $116M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SYLD positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $934K. The largest seller was Credit Suisse, exiting entirely with an estimated $75.4M sold.
- 36 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2018, up from 32 in Q1 2018.
- Funds reported $33.2M of Cambria Shareholder Yield ETF stock for Q2 2018, down 71% quarter-over-quarter.
- 5 funds opened new Cambria Shareholder Yield ETF positions in Q2 2018 and 1 closed out, a net change of +4 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q2 2018 was Cambria Investment Management, an estimated $934K added.
- The largest Cambria Shareholder Yield ETF seller in Q2 2018 was Credit Suisse, an estimated $75.4M sold.
Based on aggregated 13F filings for Q2 2018.