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Cambria Shareholder Yield ETF
SYLD

72 hedge funds and large institutions have $132M invested in Cambria Shareholder Yield ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more funds holding

Funds holding: 64 → 72 (+8)

21% less capital invested

Capital invested by funds: $167M → $132M (-$34.7M)

21.81% less ownership

Funds ownership: 137.32% → 115.51% (-22%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
28
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$3.11M
2
SL
Savior LLC
Massachusetts
+$2.71M
3
Stifel Financial
Stifel Financial
Missouri
+$2.56M
4
SC
Sepio Capital
Utah
+$2.21M
5
UBS Group
UBS Group
Switzerland
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$36.8M
2
FPGK
Financial Partners Group (Kansas)
Kansas
-$3.36M
3
VA
Valmark Advisers
Ohio
-$2.41M
4
Jane Street
Jane Street
New York
-$2.29M
5
AFP
Ausdal Financial Partners
Iowa
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$830K +$114K +1,854 +16%
Wells Fargo
27
Wells Fargo
California
$828K -$2.04K -33 -0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$810K +$202K +3,275 +32%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$722K – – –
CA
30
Cambridge Advisors
Nebraska
$719K +$114K +1,846 +18%
KAS
31
Kestra Advisory Services
Texas
$580K +$187K +3,026 +46%
Goldman Sachs
32
Goldman Sachs
New York
$525K – – –
Jane Street
33
Jane Street
New York
$516K -$2.29M -37,028 -81%
9WM
34
9258 Wealth Management
Ohio
$497K – – –
5L
35
55I LLC
Massachusetts
$463K +$54.8K +887 +13%
MA
36
MONECO Advisors
Connecticut
$441K +$125K +2,028 +38%
MA
37
Mutual Advisors
Nebraska
$403K +$48.8K +791 +13%
Osaic Holdings
38
Osaic Holdings
Arizona
$398K -$604K -9,791 -60%
MOS
39
MGO One Seven
Ohio
$391K +$385K +6,234 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$360K – – –
TFS
41
Thoroughbred Financial Services
Tennessee
$334K +$37.8K +613 +12%
ASN
42
Advisory Services Network
Georgia
$320K +$23.3K +378 +8%
CAN
43
Cetera Advisor Networks
California
$297K -$298K -4,822 -49%
BFPW
44
BOK Financial Private Wealth
Colorado
$295K – – –
CAN
45
Claraphi Advisory Network
United States
$270K -$40.3K -652 -13%
TA
46
TFG Advisers
Michigan
$263K +$988 +16 +0.4%
CL
47
COWA LLC
Oklahoma
$234K +$240K +3,889 New
PAS
48
Park Avenue Securities
New York
$223K +$229K +3,704 New
JPLA
49
Joseph P. Lucia & Associates
New York
$220K -$12.2K -197 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$213K +$219K +3,543 New
1
2
3 4

SYLD Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2021, worth a combined $132M — down 21% from $167M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SYLD positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $3.11M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $36.8M sold.

  • 72 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $132M of Cambria Shareholder Yield ETF stock for Q3 2021, down 21% quarter-over-quarter.
  • 19 funds opened new Cambria Shareholder Yield ETF positions in Q3 2021 and 10 closed out, a net change of +9 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2021 was Cetera Advisors, an estimated $3.11M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2021.