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Cambria Shareholder Yield ETF

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

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

30.71% more ownership

Funds ownership: 251.25%281.96% (+31%)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 99101 (+2)

1% less capital invested

Capital invested by funds: $294M → $292M (-$2.44M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$2.24M +$1.47M +24,034 +140%
Betterment LLC
27
Betterment LLC
New York
$2.1M -$61.3K -1,004 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.48M -$456K -7,469 -22%
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M +$1.47M +24,072 New
EH
30
Equitable Holdings
New York
$1.24M +$531K +8,695 +61%
HI
31
Harbour Investments
Wisconsin
$1.23M +$1.38M +22,572 New
KAS
32
Kestra Advisory Services
Texas
$1.17M +$115K +1,888 +10%
PAG
33
Private Advisor Group
New Jersey
$1.15M +$254K +4,155 +25%
EP
34
Eudaimonia Partners
Tennessee
$1.12M +$449K +7,350 +55%
MWM
35
Merriman Wealth Management
Washington
$1.12M -$2.38K -39 -0.2%
GIA
36
Gladstone Institutional Advisory
Florida
$1.1M +$122K +1,989 +11%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.08M +$220K +3,608 +22%
ZIMP
38
Zimmermann Investment Management & Planning
Pennsylvania
$951K -$141K -2,309 -12%
TFS
39
Thoroughbred Financial Services
Tennessee
$908K +$432K +7,072 +73%
EAM
40
Evanson Asset Management
California
$892K
OPS
41
Orion Portfolio Solutions
Nebraska
$857K -$376K -6,161 -28%
MA
42
MONECO Advisors
Connecticut
$843K +$253K +4,141 +36%
WWP
43
WR Wealth Planners
Missouri
$826K +$927K +15,178 New
CA
44
Cambridge Advisors
Nebraska
$817K -$38.6K -632 -4%
Wells Fargo
45
Wells Fargo
California
$746K -$18.8K -307 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$744K +$1.71K +28 +0.2%
SPC
47
Sigma Planning Corp
Michigan
$705K +$322K +5,264 +68%
RA
48
RFG Advisory
Alabama
$700K +$27.3K +446 +4%
LGWM
49
Litman Gregory Wealth Management
California
$689K +$774K +12,665 New
JWCA
50
J.W. Cole Advisors
Florida
$610K +$1.04K +17 +0.2%

SYLD Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2022, worth a combined $292M — down 0.83% from $294M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SYLD positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.77M. The largest seller was Cambria Investment Management, cutting an estimated $8.52M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $292M of Cambria Shareholder Yield ETF stock for Q2 2022, down 0.83% quarter-over-quarter.
  • 14 funds opened new Cambria Shareholder Yield ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $6.77M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2022 was Cambria Investment Management, an estimated $8.52M sold.

Based on aggregated 13F filings for Q2 2022.