Cambria Shareholder Yield ETF
SYLD
31 hedge funds and large institutions have $27.9M invested in Cambria Shareholder Yield ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
23% more capital invested
Capital invested by funds: $22.7M → $27.9M (+$5.17M)
4.76% more ownership
Funds ownership: 33.78% → 38.54% (+4.8%)
3% more funds holding
Funds holding: 30 → 31 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$4.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$776K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$389K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$122K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$9.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$169K |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$161K |
| 4 |
Betterment LLC
New York
|
-$142K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $10K | – | – | – |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $10K | – | – | – |
|
|
PFA
28
Professional Financial Advisors
North Platte,
Nebraska
| $10K | +$9.96K | +290 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $1K | +$1.03K | +30 | New |
|
|
LWA
31
Lenox Wealth Advisors
New York
| $1K | +$1.44K | +42 | New |
|
|
JPLA
32
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$161K | -5,005 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$26K | -810 | Closed |
|
SYLD Hedge Fund Activity: Q3 2020 in Review
31 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2020, worth a combined $27.9M — up 23% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SYLD positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $4.47M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $1.17M.
- 31 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2020, up from 30 in Q2 2020.
- Funds reported $27.9M of Cambria Shareholder Yield ETF stock for Q3 2020, up 23% quarter-over-quarter.
- 3 funds opened new Cambria Shareholder Yield ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest Cambria Shareholder Yield ETF buyer in Q3 2020 was Cambria Investment Management, an estimated $4.47M added.
- The largest Cambria Shareholder Yield ETF seller in Q3 2020 was Federation des caisses Desjardins du Quebec, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2020.