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Cambria Shareholder Yield ETF

44 hedge funds and large institutions have $38.5M invested in Cambria Shareholder Yield ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

22% more funds holding

Funds holding: 3644 (+8)

1.63% more ownership

Funds ownership: 35.06%36.69% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $39M → $38.5M (-$564K)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
7
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
26
Princeton Global Asset Management
New Jersey
$189K +$187K +5,260 New
AG
27
Advisor Group
Arizona
$188K -$16.7K -470 -8%
FHA
28
Flagship Harbor Advisors
Massachusetts
$181K
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$148K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$116K -$1.99M -55,969 -95%
IA
31
IFP Advisors
Florida
$109K +$107K +3,011 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$62K +$60.5K +1,700 New
Morgan Stanley
33
Morgan Stanley
New York
$59K -$347K -9,743 -86%
FAAS
34
First Allied Advisory Services
California
$43K +$41.6K +1,170 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$14K
WEC
36
Winslow Evans & Crocker
Massachusetts
$12K +$10.3K +290 New
US Bancorp
37
US Bancorp
Minnesota
$11K
SIM
38
Sonora Investment Management
Arizona
$7K
Wells Fargo
39
Wells Fargo
California
$7K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$7K +$36 +1 +0.5%
GSWM
41
Golden State Wealth Management
California
$4K -$47.2K -1,327 -92%
FMP
42
Financial Management Professionals
Texas
$3K
ASN
43
Advisory Services Network
Georgia
$1K
AFP
44
Ausdal Financial Partners
Iowa
-$789K -21,381 Closed
EWM
45
Executive Wealth Management
Michigan
-$7K -198 Closed
SPIA
46
Steward Partners Investment Advisory
New York
+$711 +20 New

SYLD Hedge Fund Activity: Q3 2019 in Review

44 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2019, worth a combined $38.5M — down 1.4% from $39M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SYLD positions and 3 closed out — a net gain of 8 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $802K. The largest seller was Royal Bank of Canada, cutting an estimated $1.99M.

  • 44 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $38.5M of Cambria Shareholder Yield ETF stock for Q3 2019, down 1.4% quarter-over-quarter.
  • 11 funds opened new Cambria Shareholder Yield ETF positions in Q3 2019 and 3 closed out, a net change of +8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $802K added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2019.