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Cambria Shareholder Yield ETF
SYLD

87 hedge funds and large institutions have $184M invested in Cambria Shareholder Yield ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

39% more capital invested

Capital invested by funds: $132M → $184M (+$51.6M)

34.48% more ownership

Funds ownership: 115.51% → 149.99% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more funds holding

Funds holding: 72 → 87 (+15)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
33
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
+$9.97M
2
Morgan Stanley
Morgan Stanley
New York
+$5.36M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.13M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.96M
5
FA
Fermata Advisors
California
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.34M
2
Stifel Financial
Stifel Financial
Missouri
-$1.86M
3
NCM
New Capital Management
Texas
-$1.3M
4
FTUS
Flow Traders U.S.
New York
-$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$1.27M +$180K +2,815 +17%
HI
27
Harbour Investments
Wisconsin
$1.24M +$1.06M +16,634 +656%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M +$236K +3,692 +27%
EAM
29
Evanson Asset Management
California
$1.06M – – –
CA
30
Cambridge Advisors
Nebraska
$998K +$224K +3,495 +29%
MML Investors Services
31
MML Investors Services
Massachusetts
$899K -$308K -4,808 -26%
Wells Fargo
32
Wells Fargo
California
$886K -$3.27K -51 -0.4%
Stifel Financial
33
Stifel Financial
Missouri
$798K -$1.86M -29,133 -70%
KAS
34
Kestra Advisory Services
Texas
$783K +$158K +2,472 +26%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$775K – – –
MA
36
MONECO Advisors
Connecticut
$565K +$104K +1,620 +22%
5L
37
55I LLC
Massachusetts
$564K +$66.5K +1,039 +14%
TFS
38
Thoroughbred Financial Services
Tennessee
$557K +$197K +3,084 +56%
MA
39
Mutual Advisors
Nebraska
$546K +$112K +1,750 +26%
SPC
40
Sigma Planning Corp
Michigan
$534K +$529K +8,269 New
9WM
41
9258 Wealth Management
Ohio
$531K -$3.2K -50 -0.6%
TI
42
Tidal Investments
Wisconsin
$464K +$460K +7,179 New
WS
43
Wedbush Securities
California
$461K +$457K +7,134 New
RJA
44
Raymond James & Associates
Florida
$407K +$181K +2,832 +82%
EH
45
Equitable Holdings
New York
$394K +$390K +6,099 New
ARC
46
Advisor Resource Council
Texas
$385K +$381K +5,950 New
CL
47
COWA LLC
Oklahoma
$381K +$128K +2,001 +51%
FTUS
48
Flow Traders U.S.
New York
$379K -$1.29M -20,088 -77%
RA
49
RFG Advisory
Alabama
$375K +$371K +5,795 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$364K – – –
1
2
3 4

SYLD Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2021, worth a combined $184M — up 39% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 10 closed out — a net gain of 15 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Financial Partners Group (Kansas), adding an estimated $9.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.34M sold.

  • 87 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $184M of Cambria Shareholder Yield ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q4 2021 and 10 closed out, a net change of +15 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2021 was Financial Partners Group (Kansas), an estimated $9.97M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.