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Cambria Shareholder Yield ETF
SYLD

36 hedge funds and large institutions have $25.1M invested in Cambria Shareholder Yield ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

6.46% less ownership

Funds ownership: 41.6% → 35.14% (-6.5%)

23% less funds holding

Funds holding: 47 → 36 (-11)

50% less capital invested

Capital invested by funds: $49.9M → $25.1M (-$24.9M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
-11
Holders Change %
-23.4%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
10
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.64M
3
Wells Fargo
Wells Fargo
California
+$749K
4
Betterment LLC
Betterment LLC
New York
+$355K
5
BCM
Brookstone Capital Management
Illinois
+$274K

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$5.08M
2
SWRP
Summit Wealth & Retirement Planning
California
-$4.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.67M
4
OC
Oppenheimer & Co
New York
-$883K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$55K +$20.1K +574 +35%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
EWM
28
EPG Wealth Management
Georgia
$11K +$105 +3 +0.7%
US Bancorp
29
US Bancorp
Minnesota
$8K – – –
WEC
30
Winslow Evans & Crocker
Massachusetts
$8K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$7K -$140 -4 -1%
SIM
32
Sonora Investment Management
Arizona
$5K – – –
FMP
33
Financial Management Professionals
Texas
$2K – – –
PA
34
Parallel Advisors
California
$2K – – –
ASN
35
Advisory Services Network
Georgia
$1K – – –
SWRP
36
Summit Wealth & Retirement Planning
California
– -$4.64M -115,102 Closed
OC
37
Oppenheimer & Co
New York
– -$883K -21,896 Closed
DAS
38
Dynamic Advisor Solutions
Arizona
– -$417K -10,346 Closed
RJFSA
39
Raymond James Financial Services Advisors
Florida
– -$368K -9,135 Closed
KM
40
Kalos Management
Georgia
– -$247K -6,144 Closed
MMA
41
Miracle Mile Advisors
California
– -$242K -6,015 Closed
SBSB
42
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$242K -6,009 Closed
HighTower Advisors
43
HighTower Advisors
Illinois
– -$218K -5,446 Closed
MA
44
Mutual Advisors
Nebraska
– -$207K -5,125 Closed
TA
45
TFG Advisers
Michigan
– -$155K -3,859 Closed
APA
46
American Portfolios Advisors
New York
– -$55.2K -1,370 Closed
1
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SYLD Hedge Fund Activity: Q1 2020 in Review

36 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2020, worth a combined $25.1M — down 50% from $49.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SYLD and 2 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.91M. The largest seller was Cambria Investment Management, cutting an estimated $5.08M.

  • 36 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2020, down from 47 in Q4 2019.
  • Funds reported $25.1M of Cambria Shareholder Yield ETF stock for Q1 2020, down 50% quarter-over-quarter.
  • 2 funds opened new Cambria Shareholder Yield ETF positions in Q1 2020 and 11 closed out, a net change of -9 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.91M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2020 was Cambria Investment Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q1 2020.