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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

101 hedge funds and large institutions have $292M invested in Cambria Shareholder Yield ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
49
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$19M
2
LPL Financial
2
LPL Financial
California
$16.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10M
4
UBS Group
4
UBS Group
Switzerland
$12.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.5M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$7.07M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
CA
3
Cetera Advisors
Colorado
$3.65M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.9M
5
SAF
5
Smith Anglin Financial
Texas
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
26
Sheets Smith Wealth Management
North Carolina
$2.24M +$1.31M +24,034 +140%
Betterment LLC
27
Betterment LLC
New York
$2.1M -$54.6K -1,004 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.48M -$406K -7,469 -22%
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M +$1.31M +24,072 New
EH
30
Equitable Holdings
New York
$1.24M +$473K +8,695 +61%
HI
31
Harbour Investments
Wisconsin
$1.23M +$1.23M +22,572 New
KAS
32
Kestra Advisory Services
Texas
$1.17M +$103K +1,888 +10%
PAG
33
Private Advisor Group
New Jersey
$1.15M +$226K +4,155 +25%
EP
34
Eudaimonia Partners
Tennessee
$1.12M +$400K +7,350 +55%
MWM
35
Merriman Wealth Management
Washington
$1.12M -$2.12K -39 -0.2%
GIA
36
Gladstone Institutional Advisory
Florida
$1.1M +$108K +1,989 +11%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.08M +$196K +3,608 +22%
ZIMP
38
Zimmermann Investment Management & Planning
Pennsylvania
$951K -$126K -2,309 -12%
TFS
39
Thoroughbred Financial Services
Tennessee
$908K +$385K +7,072 +73%
EAM
40
Evanson Asset Management
California
$892K – – –
OPS
41
Orion Portfolio Solutions
Nebraska
$857K -$335K -6,161 -28%
MA
42
MONECO Advisors
Connecticut
$843K +$225K +4,141 +36%
WWP
43
WR Wealth Planners
Missouri
$826K +$826K +15,178 New
CA
44
Cambridge Advisors
Nebraska
$817K -$34.4K -632 -4%
Wells Fargo
45
Wells Fargo
California
$746K -$16.7K -307 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$744K +$1.52K +28 +0.2%
SPC
47
Sigma Planning Corp
Michigan
$705K +$287K +5,264 +68%
RA
48
RFG Advisory
Alabama
$700K +$26K +446 +4%
LGWM
49
Litman Gregory Wealth Management
California
$689K +$689K +12,665 New
JWCA
50
J.W. Cole Advisors
Florida
$610K +$924 +17 +0.2%
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