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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

132 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
18
Increased
63
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

1
CIM
1
Cambria Investment Management
California
$22.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$6.36M
3
RH
3
RFG Holdings
Texas
$15.8M
4
OCG
4
Opus Capital Group
Ohio
$11.9M
5
FA
5
Fermata Advisors
California
$6.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.9M
3
AI
3
Atria Investments
North Carolina
$0
4
RJA
4
Raymond James & Associates
Florida
$34.2M
5
SL
5
Savior LLC
Massachusetts
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MONECO Advisors
Connecticut
$4.61M +$529K +8,555 +13%
GIA
27
Gladstone Institutional Advisory
Florida
$4.36M +$123K +1,984 +3%
PSCM
28
Per Stirling Capital Management
Texas
$4.32M +$250K +4,042 +6%
CAC
29
Certified Advisory Corp
Florida
$4.15M +$91.3K +1,476 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.62M +$269K +4,345 +8%
AWM
31
Ameliora Wealth Management
Switzerland
$3.52M +$67.3K +1,088 +2%
KNW
32
Kesler Norman & Wride
Utah
$3.52M +$1.41M +22,836 +67%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.51M -$197K -3,191 -5%
BCM
34
Brookstone Capital Management
Illinois
$3.38M +$418K +6,916 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.15M +$510K +8,247 +19%
PAG
36
Private Advisor Group
New Jersey
$3.02M +$747K +12,068 +33%
TFS
37
Thoroughbred Financial Services
Tennessee
$2.95M +$821K +13,268 +39%
Stifel Financial
38
Stifel Financial
Missouri
$2.93M +$234K +3,788 +9%
CIA
39
Compass Ion Advisors
Pennsylvania
$2.54M -$298K -4,821 -10%
MOS
40
MGO One Seven
Ohio
$2.51M +$659K +10,645 +36%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$2.43M -$1.73K -28 -0.1%
Betterment LLC
42
Betterment LLC
New York
$2.03M -$88.6K -1,433 -4%
Truist Financial
43
Truist Financial
North Carolina
$1.91M +$1.91M +30,838 New
EH
44
Equitable Holdings
New York
$1.8M +$188K +3,039 +12%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.73M +$10.2K +164 +0.6%
KAS
46
Kestra Advisory Services
Texas
$1.7M -$2.6K -42 -0.2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$1.62M +26,167 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.49M +$28.3K +458 +2%
AFG
49
Atomi Financial Group
New York
$1.45M +$87.8K +1,419 +6%
EP
50
Eudaimonia Partners
Tennessee
$1.4M +$33.1K +535 +2%
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