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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

127 hedge funds and large institutions have $448M invested in Cambria Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
57
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.6M
2
MF
Manchester Financial
California
$19.4M
3
RWP
Revolve Wealth Partners
New Jersey
$8.45M
4
LPL Financial
LPL Financial
California
$29.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$20.4M

Top Sellers

1
CIM
Cambria Investment Management
California
$10.7M
2
IAN
Integrated Advisors Network
Texas
$2.58M
3
FA
Fermata Advisors
California
$958K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$254K
5
SAF
Smith Anglin Financial
Texas
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$3.87M +$3.62M +61,751 +1,507%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.82M -$145K -2,474 -4%
AWM
28
Ameliora Wealth Management
Switzerland
$3.33M +$294K +5,010 +10%
MA
29
MONECO Advisors
Connecticut
$3.21M +$549K +9,353 +21%
CIA
30
Compass Ion Advisors
Pennsylvania
$2.92M +$108K +1,848 +4%
BCM
31
Brookstone Capital Management
Illinois
$2.74M +$166K +2,803 +6%
IAN
32
Integrated Advisors Network
Texas
$2.58M -$3.71M -63,132 -59%
CA
33
Cetera Advisors
Colorado
$2.47M -$1.66M -28,247 -40%
AFG
34
Atomi Financial Group
New York
$2.34M +$2.34M +39,791 New
EH
35
Equitable Holdings
New York
$2.24M +$301K +5,127 +16%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.04M -$164K -2,788 -7%
Betterment LLC
37
Betterment LLC
New York
$2.03M -$163K -2,771 -7%
KNW
38
Kesler Norman & Wride
Utah
$1.95M -$21.9K -373 -1%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.88M +$328K +5,589 +21%
MOS
40
MGO One Seven
Ohio
$1.83M -$285K -4,854 -13%
GWM
41
Geneos Wealth Management
Colorado
$1.7M +$130K +2,223 +8%
PAG
42
Private Advisor Group
New Jersey
$1.69M +$41.4K +705 +3%
AI
43
Atria Investments
North Carolina
$1.67M -$13.2K -225 -0.8%
KAS
44
Kestra Advisory Services
Texas
$1.58M +$220K +3,740 +16%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.47M +$785K +13,348 +115%
OFS
46
OneAscent Financial Services
Alabama
$1.47M +$5.93K +101 +0.4%
SPIA
47
Steward Partners Investment Advisory
New York
$1.33M +$478K +8,143 +56%
EP
48
Eudaimonia Partners
Tennessee
$1.3M +$44K +750 +4%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.21M -$77.9K -1,327 -6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.17M -$561K -9,563 -32%
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