Cambria Shareholder Yield ETF
SYLD
35 hedge funds and large institutions have $35.8M invested in Cambria Shareholder Yield ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $27.9M → $35.8M (+$7.93M)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
13% more funds holding
Funds holding: 31 → 35 (+4)
2.23% more ownership
Funds ownership: 38.54% → 40.77% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 3 |
Rockefeller Capital Management
New York
|
+$479K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$200K |
| 5 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$2.55M |
| 2 |
Betterment LLC
New York
|
-$170K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$167K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$58K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$40.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $54K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $45K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $34K | -$200 | -5 | -0.7% |
|
|
LWA
29
Lenox Wealth Advisors
New York
| $19K | +$15.3K | +383 | +912% |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $17K | – | – | – |
|
|
PFA
31
Professional Financial Advisors
North Platte,
Nebraska
| $13K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $13K | – | – | – |
|
|
AWA
33
Arkadios Wealth Advisors
Atlanta,
Georgia
| $9K | +$8.63K | +216 | New |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
FHA
36
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$167K | -4,840 | Closed |
|
|
PGAM
37
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$13K | -375 | Closed |
|
SYLD Hedge Fund Activity: Q4 2020 in Review
35 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2020, worth a combined $35.8M — up 28% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SYLD positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $1.56M. The largest seller was Cambria Investment Management, cutting an estimated $2.55M.
- 35 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $35.8M of Cambria Shareholder Yield ETF stock for Q4 2020, up 28% quarter-over-quarter.
- 6 funds opened new Cambria Shareholder Yield ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $1.56M added.
- The largest Cambria Shareholder Yield ETF seller in Q4 2020 was Cambria Investment Management, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2020.