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Cambria Shareholder Yield ETF
SYLD

64 hedge funds and large institutions have $167M invested in Cambria Shareholder Yield ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

39% more funds holding

Funds holding: 46 → 64 (+18)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.7M)

3.17% more ownership

Funds ownership: 134.15% → 137.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
64
Holders Change
+18
Holders Change %
+39.13%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.42M
2
FPGK
Financial Partners Group (Kansas)
Kansas
+$4.92M
3
FEM
Fulcrum Equity Management
Texas
+$2.93M
4
Jane Street
Jane Street
New York
+$2.92M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$21.8M
2
FTUS
Flow Traders U.S.
New York
-$4.88M
3
BCM
Brookstone Capital Management
Illinois
-$528K
4
LPL Financial
LPL Financial
California
-$432K
5
CIM
Cambria Investment Management
California
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$662K +$425K +6,653 +181%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$653K +$245K +3,830 +60%
CA
28
Cambridge Advisors
Nebraska
$647K +$1.15K +18 +0.2%
CAN
29
Cetera Advisor Networks
California
$624K +$623K +9,749 New
Goldman Sachs
30
Goldman Sachs
New York
$559K +$558K +8,727 New
9WM
31
9258 Wealth Management
Ohio
$529K – – –
LNC
32
Lincoln National Corp
Pennsylvania
$467K +$466K +7,291 New
5L
33
55I LLC
Massachusetts
$436K +$435K +6,805 New
KAS
34
Kestra Advisory Services
Texas
$424K +$423K +6,615 New
SFG
35
SageGuard Financial Group
Tennessee
$420K +$419K +6,560 New
CA
36
Cetera Advisors
Colorado
$391K +$390K +6,102 New
MA
37
Mutual Advisors
Nebraska
$378K +$38.2K +598 +11%
FHA
38
Flagship Harbor Advisors
Massachusetts
$360K – – –
MA
39
MONECO Advisors
Connecticut
$339K +$338K +5,292 New
CAN
40
Claraphi Advisory Network
United States
$329K +$328K +5,134 New
ASN
41
Advisory Services Network
Georgia
$316K +$315K +4,930 New
TFS
42
Thoroughbred Financial Services
Tennessee
$316K +$316K +4,936 New
BFPW
43
BOK Financial Private Wealth
Colorado
$314K – – –
WWM
44
WJ Wealth Management
Arizona
$295K -$24.9K -389 -8%
TA
45
TFG Advisers
Michigan
$279K +$25.4K +398 +10%
JPLA
46
Joseph P. Lucia & Associates
New York
$247K – – –
SPC
47
Sigma Planning Corp
Michigan
$231K +$231K +3,614 New
SL
48
Savior LLC
Massachusetts
$143K +$143K +2,236 New
HI
49
Harbour Investments
Wisconsin
$126K +$60.2K +942 +92%
GWM
50
Geneos Wealth Management
Colorado
$109K – – –
1
2
3

SYLD Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2021, worth a combined $167M — up 8.9% from $153M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SYLD positions and 4 closed out — a net gain of 18 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was Mainstay Capital Management, cutting an estimated $21.8M.

  • 64 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $167M of Cambria Shareholder Yield ETF stock for Q2 2021, up 8.9% quarter-over-quarter.
  • 22 funds opened new Cambria Shareholder Yield ETF positions in Q2 2021 and 4 closed out, a net change of +18 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2021 was Morgan Stanley, an estimated $5.42M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2021 was Mainstay Capital Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2021.