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Cambria Shareholder Yield ETF
SYLD

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101 → 131 (+30)

13.89% more ownership

Funds ownership: 65.74% → 79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$14.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.24M
3
IAN
Integrated Advisors Network
Texas
+$6.39M
4
LPL Financial
LPL Financial
California
+$5.61M
5
AWM
Ameliora Wealth Management
Switzerland
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.66M
2
MOS
MGO One Seven
Ohio
-$2.13M
3
AWM
Avior Wealth Management
Nebraska
-$1.78M
4
SHJ
Sharkey, Howes & Javer
Colorado
-$1.39M
5
AI
Atria Investments
North Carolina
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$4.17M -$282K -4,720 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4M +$1.14M +19,076 +39%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.08M +$1.45M +24,372 +88%
AWM
29
Ameliora Wealth Management
Switzerland
$3.06M +$3.06M +51,348 +16,947%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.95M -$23.7K -397 -0.8%
RWP
31
Revolve Wealth Partners
New Jersey
$2.84M +$2.85M +47,825 New
CIA
32
Compass Ion Advisors
Pennsylvania
$2.84M -$25.2K -422 -0.9%
MA
33
MONECO Advisors
Connecticut
$2.69M +$1.48M +24,849 +121%
BCM
34
Brookstone Capital Management
Illinois
$2.67M +$34.4K +577 +1%
BCG
35
Breakwater Capital Group
New Jersey
$2.62M +$2.63M +44,127 New
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.22M -$224K -3,758 -9%
Betterment LLC
37
Betterment LLC
New York
$2.21M -$77.8K -1,303 -3%
MOS
38
MGO One Seven
Ohio
$2.14M -$2.13M -35,717 -50%
KNW
39
Kesler Norman & Wride
Utah
$1.99M +$1.46M +24,515 +270%
EH
40
Equitable Holdings
New York
$1.96M +$521K +8,735 +36%
RA
41
RFG Advisory
Alabama
$1.86M +$933K +15,631 +124%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.75M +$871K +14,589 +97%
AI
43
Atria Investments
North Carolina
$1.71M -$1.29M -21,540 -43%
PAG
44
Private Advisor Group
New Jersey
$1.59M +$351K +5,883 +27%
GWM
45
Geneos Wealth Management
Colorado
$1.59M +$983K +16,466 +159%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.57M +$590K +9,880 +60%
OFS
47
OneAscent Financial Services
Alabama
$1.49M -$1.26M -21,042 -46%
KAS
48
Kestra Advisory Services
Texas
$1.37M -$74.7K -1,252 -5%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.3M -$19.4K -325 -1%
EP
50
Eudaimonia Partners
Tennessee
$1.27M +$60 +1 +0%
1
2
3 4 5

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.