Cambria Shareholder Yield ETF
SYLD
163 hedge funds and large institutions have $728M invested in Cambria Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 8 closing their positions.
375% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 8
124% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 33
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
35% more capital invested
Capital invested by funds: $540M → $728M (+$187M)
23% more funds holding
Funds holding: 133 → 163 (+30)
5.83% more ownership
Funds ownership: 65.32% → 71.15% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$51.8M |
| 2 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$28.1M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$8.45M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.77M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.58M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.66M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.65M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.21M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$855K |
SYLD Hedge Fund Activity: Q4 2023 in Review
163 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2023, worth a combined $728M — up 35% from $540M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SYLD positions and 8 closed out — a net gain of 30 holders — while 74 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $51.8M. The largest seller was Integrated Advisors Network, cutting an estimated $4.58M.
- 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2023, up from 133 in Q3 2023.
- Funds reported $728M of Cambria Shareholder Yield ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 38 funds opened new Cambria Shareholder Yield ETF positions in Q4 2023 and 8 closed out, a net change of +30 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $51.8M added.
- The largest Cambria Shareholder Yield ETF seller in Q4 2023 was Integrated Advisors Network, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2023.