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Cambria Shareholder Yield ETF
SYLD

99 hedge funds and large institutions have $294M invested in Cambria Shareholder Yield ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

101.26% more ownership

Funds ownership: 149.99% → 251.25% (+101%)

60% more capital invested

Capital invested by funds: $184M → $294M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 87 → 99 (+12)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
49
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.2M
2
RJA
Raymond James & Associates
Florida
+$24M
3
Osaic Holdings
Osaic Holdings
Arizona
+$15M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.2M
5
LPL Financial
LPL Financial
California
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$6.2M
2
FEM
Fulcrum Equity Management
Texas
-$2.5M
3
SC
Sepio Capital
Utah
-$2.27M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.11M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.22M +$419K +6,566 +23%
RIL
27
Rothschild Investment LLC
Illinois
$2.22M +$905K +14,170 +69%
OPS
28
Orion Portfolio Solutions
Nebraska
$1.4M +$1.4M +21,917 New
MWM
29
Merriman Wealth Management
Washington
$1.32M +$7.47K +117 +0.6%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.26M -$2.11M -33,053 -63%
KAS
31
Kestra Advisory Services
Texas
$1.25M +$479K +7,500 +62%
GIA
32
Gladstone Institutional Advisory
Florida
$1.16M -$94.8K -1,484 -8%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$1.1M +$1.1M +17,215 New
PAG
34
Private Advisor Group
New Jersey
$1.08M +$825K +12,915 +322%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +16,442 New
EAM
36
Evanson Asset Management
California
$1.05M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.04M +$154K +2,405 +17%
CA
38
Cambridge Advisors
Nebraska
$1M +$13.3K +208 +1%
EH
39
Equitable Holdings
New York
$904K +$514K +8,046 +132%
Wells Fargo
40
Wells Fargo
California
$896K +$19.5K +306 +2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$872K +$105K +1,647 +14%
EP
42
Eudaimonia Partners
Tennessee
$851K +$850K +13,311 New
RA
43
RFG Advisory
Alabama
$740K +$370K +5,790 +100%
MA
44
MONECO Advisors
Connecticut
$726K +$154K +2,418 +27%
JWCA
45
J.W. Cole Advisors
Florida
$716K +$715K +11,200 New
WS
46
Wedbush Securities
California
$697K +$241K +3,774 +53%
OMC
47
Old Mission Capital
Illinois
$678K +$678K +10,610 New
GWM
48
Geneos Wealth Management
Colorado
$665K +$549K +8,598 +474%
TFS
49
Thoroughbred Financial Services
Tennessee
$615K +$63.2K +990 +11%
MA
50
Mutual Advisors
Nebraska
$540K +$639 +10 +0.1%
1
2
3 4 5

SYLD Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2022, worth a combined $294M — up 60% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 11 closed out — a net gain of 14 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Cambria Investment Management, cutting an estimated $6.2M.

  • 99 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $294M of Cambria Shareholder Yield ETF stock for Q1 2022, up 60% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2022 was Cambria Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2022.