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Cambria Shareholder Yield ETF
SYLD

47 hedge funds and large institutions have $49.9M invested in Cambria Shareholder Yield ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $38.5M → $49.9M (+$11.4M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

7% more funds holding

Funds holding: 44 → 47 (+3)

4.91% more ownership

Funds ownership: 36.69% → 41.6% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$6.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.97M
3
DAS
Dynamic Advisor Solutions
Arizona
+$397K
4
9WM
9258 Wealth Management
Ohio
+$355K
5
RJA
Raymond James & Associates
Florida
+$329K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
2
Jane Street
Jane Street
New York
-$843K
3
IAA
Ironsides Asset Advisors
North Carolina
-$531K
4
Betterment LLC
Betterment LLC
New York
-$290K
5
PAG
Private Advisor Group
New Jersey
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$242K +$8.06K +210 +4%
JPLA
27
Joseph P. Lucia & Associates
New York
$231K +$768 +20 +0.4%
HighTower Advisors
28
HighTower Advisors
Illinois
$218K +$209K +5,446 New
MA
29
Mutual Advisors
Nebraska
$207K -$26.9K -700 -12%
FHA
30
Flagship Harbor Advisors
Massachusetts
$201K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$163K +$115 +3 +0.1%
TA
32
TFG Advisers
Michigan
$155K +$148K +3,859 New
AA
33
Ancora Advisors
Ohio
$91K +$86.4K +2,250 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$69K – – –
Morgan Stanley
35
Morgan Stanley
New York
$65K -$154 -4 -0.2%
APA
36
American Portfolios Advisors
New York
$55.2K +$52.6K +1,370 New
EWM
37
EPG Wealth Management
Georgia
$18K +$17.4K +454 New
US Bancorp
38
US Bancorp
Minnesota
$12K – – –
WEC
39
Winslow Evans & Crocker
Massachusetts
$12K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$11K +$3.46K +90 +47%
SIM
41
Sonora Investment Management
Arizona
$8K – – –
Wells Fargo
42
Wells Fargo
California
$8K – – –
FMP
43
Financial Management Professionals
Texas
$4K – – –
PA
44
Parallel Advisors
California
$4K +$3.38K +88 New
ASN
45
Advisory Services Network
Georgia
$1K – – –
PGAM
46
Princeton Global Asset Management
New Jersey
$222 +$9.67K +252 +5%
Jane Street
47
Jane Street
New York
– -$843K -23,144 Closed
PAG
48
Private Advisor Group
New Jersey
– -$219K -6,005 Closed
IA
49
IFP Advisors
Florida
– -$116K -3,011 Closed
FAAS
50
First Allied Advisory Services
California
– -$43K -1,170 Closed
1
2
3

SYLD Hedge Fund Activity: Q4 2019 in Review

47 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2019, worth a combined $49.9M — up 30% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SYLD positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $6.52M. The largest seller was Citadel Advisors, cutting an estimated $1.51M.

  • 47 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2019, up from 44 in Q3 2019.
  • Funds reported $49.9M of Cambria Shareholder Yield ETF stock for Q4 2019, up 30% quarter-over-quarter.
  • 9 funds opened new Cambria Shareholder Yield ETF positions in Q4 2019 and 6 closed out, a net change of +3 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2019 was Cambria Investment Management, an estimated $6.52M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2019 was Citadel Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2019.