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Cambria Shareholder Yield ETF
SYLD

101 hedge funds and large institutions have $316M invested in Cambria Shareholder Yield ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more capital invested

Capital invested by funds: $292M → $316M (+$24.7M)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

216.21% less ownership

Funds ownership: 281.96% → 65.74% (-216%)

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
47
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$11.5M
2
3F
360 Financial
Minnesota
+$6.89M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.66M
4
MF
Manchester Financial
California
+$4.99M
5
AI
Atria Investments
North Carolina
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
RJA
Raymond James & Associates
Florida
-$1.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Compass Ion Advisors
Pennsylvania
$2.54M +$41.5K +718 +2%
OFS
27
OneAscent Financial Services
Alabama
$2.44M +$2.26M +39,143 +578%
BCM
28
Brookstone Capital Management
Illinois
$2.37M +$16.5K +286 +0.7%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$2.17M – – –
Betterment LLC
30
Betterment LLC
New York
$2.1M – – –
SHJ
31
Sharkey, Howes & Javer
Colorado
$2.07M +$2.28M +39,398 New
GIA
32
Gladstone Institutional Advisory
Florida
$1.54M +$524K +9,054 +45%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.45M +$21.1K +365 +1%
KAS
34
Kestra Advisory Services
Texas
$1.28M +$166K +2,866 +13%
EH
35
Equitable Holdings
New York
$1.28M +$81.7K +1,413 +6%
HI
36
Harbour Investments
Wisconsin
$1.23M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.17M +$137K +2,374 +12%
PAG
38
Private Advisor Group
New Jersey
$1.16M +$61K +1,055 +5%
EP
39
Eudaimonia Partners
Tennessee
$1.13M +$43.4K +750 +4%
MA
40
MONECO Advisors
Connecticut
$1.08M +$287K +4,966 +32%
MWM
41
Merriman Wealth Management
Washington
$1.04M -$48.9K -846 -4%
TFS
42
Thoroughbred Financial Services
Tennessee
$872K -$5.96K -103 -0.6%
EAM
43
Evanson Asset Management
California
$862K – – –
WS
44
Wedbush Securities
California
$836K +$278K +4,810 +43%
WWP
45
WR Wealth Planners
Missouri
$833K +$38.3K +662 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$788K -$1.65M -28,490 -66%
CA
47
Cambridge Advisors
Nebraska
$775K -$16.1K -279 -2%
RA
48
RFG Advisory
Alabama
$768K +$36K +622 +5%
Wells Fargo
49
Wells Fargo
California
$740K +$20.7K +358 +3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$717K -$1.62K -28 -0.2%
1
2
3 4 5

SYLD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2022, worth a combined $316M — up 8.5% from $292M a quarter earlier.

Fund positioning in SYLD was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 25 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $316M of Cambria Shareholder Yield ETF stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 13 funds opened new Cambria Shareholder Yield ETF positions in Q3 2022 and 13 closed out, a net change of 0 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2022 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.