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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 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.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+30
Holders Change %
+22.73%
% of All Funds
2.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
38
Increased
74
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
SAF
2
Smith Anglin Financial
Texas
$58M
3
CIM
3
Cambria Investment Management
California
$33.5M
4
UBS Group
4
UBS Group
Switzerland
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.52M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$5.64M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$50.4M
3
LPL Financial
3
LPL Financial
California
$27.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.4M
5
RH
5
RFG Holdings
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
26
Kesler Norman & Wride
Utah
$5.67M +$1.83M +27,117 +48%
IAN
27
Integrated Advisors Network
Texas
$5.64M -$4.97M -73,509 -47%
HighTower Advisors
28
HighTower Advisors
Illinois
$5.52M +$3.64M +53,814 +193%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.37M +$315K +4,655 +6%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$5.14M +$1.3M +19,300 +34%
PSCM
31
Per Stirling Capital Management
Texas
$4.72M -$5.88K -87 -0.1%
GIA
32
Gladstone Institutional Advisory
Florida
$4.68M -$81.2K -1,202 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.65M +$699K +10,339 +18%
CAC
34
Certified Advisory Corp
Florida
$4.55M +$14.7K +217 +0.3%
PAG
35
Private Advisor Group
New Jersey
$4.47M +$1.17M +17,272 +35%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.05M +$604K +8,936 +18%
Stifel Financial
37
Stifel Financial
Missouri
$4.02M +$821K +12,147 +26%
BCM
38
Brookstone Capital Management
Illinois
$3.88M +$99.4K +1,471 +3%
AWM
39
Ameliora Wealth Management
Switzerland
$3.77M -$72.9K -1,079 -2%
TFS
40
Thoroughbred Financial Services
Tennessee
$3.5M +$278K +4,121 +9%
MOS
41
MGO One Seven
Ohio
$3.1M +$351K +5,192 +13%
VR
42
Valued Retirements
Texas
$2.98M +$2.98M +44,062 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.9M +$2.25M +33,350 +351%
SSWM
44
Sheets Smith Wealth Management
North Carolina
$2.69M +$34K +503 +1%
EH
45
Equitable Holdings
New York
$2.58M +$617K +9,128 +31%
KAS
46
Kestra Advisory Services
Texas
$2.44M +$583K +8,627 +31%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.3M +$663K +9,808 +41%
CIA
48
Compass Ion Advisors
Pennsylvania
$2.23M -$544K -8,055 -20%
BA
49
Brightwater Advisory
Florida
$2.16M +$2.16M +78,545 New
Truist Financial
50
Truist Financial
North Carolina
$2.16M +$75.4K +1,116 +4%
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