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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

119 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
8
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$9.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.58M
3
OCG
Opus Capital Group
Ohio
+$8.34M
4
IAN
Integrated Advisors Network
Texas
+$7.23M
5
RWP
Revolve Wealth Partners
New Jersey
+$5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.2M
2
SL
Savior LLC
Massachusetts
-$10.3M
3
LPL Financial
LPL Financial
California
-$4.84M
4
SAF
Smith Anglin Financial
Texas
-$4.15M
5
UBS Group
UBS Group
Switzerland
-$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$4.02M -$9.6K -157 -0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.02M +$41.8K +684 +1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3.67M -$821K -13,415 -18%
FA
29
Fermata Advisors
California
$3.57M +$2.57M +42,021 +258%
AWM
30
Ameliora Wealth Management
Switzerland
$3.41M -$56.5K -924 -2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.31M -$3.2M -52,237 -49%
BCM
32
Brookstone Capital Management
Illinois
$2.98M +$166K +2,742 +6%
CIA
33
Compass Ion Advisors
Pennsylvania
$2.81M -$228K -3,723 -7%
Stifel Financial
34
Stifel Financial
Missouri
$2.67M -$1.61M -26,336 -38%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.61M -$2.72M -44,520 -51%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.41M +$285K +4,651 +13%
PAG
37
Private Advisor Group
New Jersey
$2.37M +$521K +8,079 +28%
TFS
38
Thoroughbred Financial Services
Tennessee
$2.1M +$142K +2,329 +7%
Betterment LLC
39
Betterment LLC
New York
$2.1M -$15K -245 -0.7%
KNW
40
Kesler Norman & Wride
Utah
$2.08M +$46.8K +765 +2%
MOS
41
MGO One Seven
Ohio
$1.83M -$72.5K -1,185 -4%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.69M +$165K +2,706 +11%
KAS
43
Kestra Advisory Services
Texas
$1.68M +$39.3K +642 +2%
EH
44
Equitable Holdings
New York
$1.59M -$742K -12,130 -32%
AI
45
Atria Investments
North Carolina
$1.55M -$191K -3,125 -11%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.45M +$187K +3,060 +15%
EP
47
Eudaimonia Partners
Tennessee
$1.35M -$2.26K -37 -0.2%
AFG
48
Atomi Financial Group
New York
$1.34M -$1.09M -17,824 -45%
SPIA
49
Steward Partners Investment Advisory
New York
$1.32M -$67K -1,095 -5%
GWM
50
Geneos Wealth Management
Colorado
$1.25M -$523K -8,558 -29%
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