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Cambria Shareholder Yield ETF
SYLD

30 hedge funds and large institutions have $22.7M invested in Cambria Shareholder Yield ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% less ownership

Funds ownership: 35.14% → 33.78% (-1.4%)

9% less capital invested

Capital invested by funds: $25.1M → $22.7M (-$2.36M)

17% less funds holding

Funds holding: 36 → 30 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

78% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 18

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
+$30.3K
2
PAG
Private Advisor Group
New Jersey
+$24.2K
3
BCM
Brookstone Capital Management
Illinois
+$17.6K
4
Wells Fargo
Wells Fargo
California
+$16.9K
5
CIM
Cambria Investment Management
California
+$12.4K

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
4
Betterment LLC
Betterment LLC
New York
-$549K
5
IAA
Ironsides Asset Advisors
North Carolina
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
26
Princeton Global Asset Management
New Jersey
$12K -$184K -6,164 -94%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$12K +$11.4K +380 New
US Bancorp
28
US Bancorp
Minnesota
$10K – – –
WEC
29
Winslow Evans & Crocker
Massachusetts
$9K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$1K +$30 +1 +5%
IAA
31
Ironsides Asset Advisors
North Carolina
– -$532K -21,125 Closed
RJA
32
Raymond James & Associates
Florida
– -$208K -8,272 Closed
WAP
33
Wealthcare Advisory Partners
Pennsylvania
– -$43K -1,700 Closed
EWM
34
EPG Wealth Management
Georgia
– -$11K -457 Closed
Fidelity Investments
35
Fidelity Investments
Massachusetts
– -$7K -277 Closed
SIM
36
Sonora Investment Management
Arizona
– -$5K -200 Closed
FMP
37
Financial Management Professionals
Texas
– -$2K -91 Closed
PA
38
Parallel Advisors
California
– -$2K -88 Closed
ASN
39
Advisory Services Network
Georgia
– -$1K -29 Closed
1
2

SYLD Hedge Fund Activity: Q2 2020 in Review

30 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2020, worth a combined $22.7M — down 9.4% from $25.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SYLD and 3 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 4 added.

The largest buyer was Global Retirement Partners, opening a new position worth an estimated $30.3K. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $2.5M.

  • 30 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2020, down from 36 in Q1 2020.
  • Funds reported $22.7M of Cambria Shareholder Yield ETF stock for Q2 2020, down 9.4% quarter-over-quarter.
  • 3 funds opened new Cambria Shareholder Yield ETF positions in Q2 2020 and 9 closed out, a net change of -6 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2020 was Global Retirement Partners, an estimated $30.3K added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2020 was Federation des caisses Desjardins du Quebec, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2020.