Cambria Shareholder Yield ETF
SYLD
43 hedge funds and large institutions have $40.1M invested in Cambria Shareholder Yield ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $31.4M → $40.1M (+$8.74M)
9.59% more ownership
Funds ownership: 29.65% → 39.24% (+9.6%)
2% more funds holding
Funds holding: 42 → 43 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$807K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$505K |
| 4 |
Morgan Stanley
New York
|
+$330K |
| 5 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$368K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$305K |
| 3 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$267K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$95.8K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$83.6K |
SYLD Hedge Fund Activity: Q1 2019 in Review
43 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2019, worth a combined $40.1M — up 28% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SYLD positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.27M. The largest seller was Dakota Wealth Management, exiting entirely with an estimated $368K sold.
- 43 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2019, up from 42 in Q4 2018.
- Funds reported $40.1M of Cambria Shareholder Yield ETF stock for Q1 2019, up 28% quarter-over-quarter.
- 3 funds opened new Cambria Shareholder Yield ETF positions in Q1 2019 and 2 closed out, a net change of +1 holder.
- The largest Cambria Shareholder Yield ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $2.27M added.
- The largest Cambria Shareholder Yield ETF seller in Q1 2019 was Dakota Wealth Management, an estimated $368K sold.
Based on aggregated 13F filings for Q1 2019.