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Cambria Shareholder Yield ETF
SYLD

133 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, 64 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

11% more funds holding

Funds holding: 120 → 133 (+13)

11% more capital invested

Capital invested by funds: $489M → $540M (+$51.5M)

0.87% more ownership

Funds ownership: 64.45% → 65.32% (+0.87%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.11%
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
64
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$11.4M
2
ICG
InterOcean Capital Group
Tennessee
+$6.44M
3
RH
RFG Holdings
Texas
+$3.91M
4
OCG
Opus Capital Group
Ohio
+$3.5M
5
FA
Fermata Advisors
California
+$3.3M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.32M
2
Morgan Stanley
Morgan Stanley
New York
-$1.95M
3
AI
Atria Investments
North Carolina
-$1.55M
4
RJA
Raymond James & Associates
Florida
-$1.16M
5
SL
Savior LLC
Massachusetts
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MONECO Advisors
Connecticut
$4.61M +$536K +8,555 +13%
GIA
27
Gladstone Institutional Advisory
Florida
$4.36M +$124K +1,984 +3%
PSCM
28
Per Stirling Capital Management
Texas
$4.32M +$253K +4,042 +6%
CAC
29
Certified Advisory Corp
Florida
$4.15M +$92.5K +1,476 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.62M +$272K +4,345 +8%
AWM
31
Ameliora Wealth Management
Switzerland
$3.52M +$68.2K +1,088 +2%
KNW
32
Kesler Norman & Wride
Utah
$3.52M +$1.43M +22,836 +67%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.51M -$200K -3,191 -5%
BCM
34
Brookstone Capital Management
Illinois
$3.38M +$433K +6,916 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.15M +$517K +8,247 +19%
PAG
36
Private Advisor Group
New Jersey
$3.02M +$756K +12,068 +33%
TFS
37
Thoroughbred Financial Services
Tennessee
$2.95M +$831K +13,268 +39%
Stifel Financial
38
Stifel Financial
Missouri
$2.93M +$237K +3,788 +9%
CIA
39
Compass Ion Advisors
Pennsylvania
$2.54M -$302K -4,821 -10%
MOS
40
MGO One Seven
Ohio
$2.51M +$667K +10,645 +36%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$2.43M -$1.75K -28 -0.1%
Betterment LLC
42
Betterment LLC
New York
$2.03M -$89.8K -1,433 -4%
Truist Financial
43
Truist Financial
North Carolina
$1.91M +$1.93M +30,838 New
EH
44
Equitable Holdings
New York
$1.8M +$190K +3,039 +12%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.73M +$10.3K +164 +0.6%
KAS
46
Kestra Advisory Services
Texas
$1.7M -$2.63K -42 -0.2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$1.64M +26,167 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.49M +$28.7K +458 +2%
AFG
49
Atomi Financial Group
New York
$1.45M +$88.9K +1,419 +6%
EP
50
Eudaimonia Partners
Tennessee
$1.4M +$33.5K +535 +2%
1
2
3 4 5

SYLD Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2023, worth a combined $540M — up 11% from $489M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SYLD positions and 5 closed out — a net gain of 13 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.32M.

  • 133 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2023, up from 120 in Q2 2023.
  • Funds reported $540M of Cambria Shareholder Yield ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Cambria Shareholder Yield ETF positions in Q3 2023 and 5 closed out, a net change of +13 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2023 was Cambria Investment Management, an estimated $11.4M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2023.