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Cambria Shareholder Yield ETF
SYLD

46 hedge funds and large institutions have $153M invested in Cambria Shareholder Yield ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more capital invested

Capital invested by funds: $35.8M → $153M (+$118M)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

93.38% more ownership

Funds ownership: 40.77% → 134.15% (+93%)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

31% more funds holding

Funds holding: 35 → 46 (+11)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
0.81%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
17
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
+$50.7M
2
SAF
Smith Anglin Financial
Texas
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.71M
4
RH
RFG Holdings
Texas
+$6.78M
5
CIM
Cambria Investment Management
California
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.12M
3
FI
FormulaFolio Investments
Michigan
-$1.74M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.66M
5
BCM
Brookstone Capital Management
Illinois
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
26
BOK Financial Private Wealth
Colorado
$294K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$284K +$262K +4,733 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$244K -$2.28M -41,229 -91%
TA
29
TFG Advisers
Michigan
$237K +$219K +3,954 New
JPLA
30
Joseph P. Lucia & Associates
New York
$231K -$3.04K -55 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$221K +$204K +3,679 New
Osaic Holdings
32
Osaic Holdings
Arizona
$135K +$82.4K +1,490 +195%
GWM
33
Geneos Wealth Management
Colorado
$107K -$91.3K -1,650 -49%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$102K +$94.1K +1,700 New
CAC
35
Certified Advisory Corp
Florida
$93K +$86.1K +1,556 New
HI
36
Harbour Investments
Wisconsin
$62K +$56.8K +1,027 New
GRP
37
Global Retirement Partners
California
$61K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.2K -$1.66M -30,031 -97%
AA
39
Ancora Advisors
Ohio
$36K -$33.2K -600 -50%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$23K – – –
US Bancorp
41
US Bancorp
Minnesota
$18K – – –
PFA
42
Professional Financial Advisors
Nebraska
$18K +$111 +2 +0.7%
AWA
43
Arkadios Wealth Advisors
Georgia
$13K +$111 +2 +0.9%
QCG
44
Quadrant Capital Group
Ohio
$4K +$3.54K +64 New
SPIA
45
Steward Partners Investment Advisory
New York
$1.26K – – –
SWM
46
Spire Wealth Management
Virginia
$1K +$1.27K +23 New
Citadel Advisors
47
Citadel Advisors
Florida
– -$2.12M -47,483 Closed
FI
48
FormulaFolio Investments
Michigan
– -$1.74M -39,101 Closed
PFO
49
Pathstone Family Office
New Jersey
– -$58K -1,300 Closed
LWA
50
Lenox Wealth Advisors
New York
– -$19K -425 Closed
1
2
3

SYLD Hedge Fund Activity: Q1 2021 in Review

46 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2021, worth a combined $153M — up 328% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SYLD positions and 5 closed out — a net gain of 12 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $50.7M. The largest seller was Susquehanna International Group, cutting an estimated $2.28M.

  • 46 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2021, up from 35 in Q4 2020.
  • Funds reported $153M of Cambria Shareholder Yield ETF stock for Q1 2021, up 328% quarter-over-quarter.
  • 17 funds opened new Cambria Shareholder Yield ETF positions in Q1 2021 and 5 closed out, a net change of +12 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2021 was Mainstay Capital Management, an estimated $50.7M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2021 was Susquehanna International Group, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2021.