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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

170 hedge funds and large institutions have $805M invested in Cambria Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
80
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.51M
4
Bank of America
Bank of America
North Carolina
+$5.83M
5
MA
MONECO Advisors
Connecticut
+$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$48.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.9M
4
CIM
Cambria Investment Management
California
-$4.58M
5
AWM
Avior Wealth Management
Nebraska
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$7.46M +$2.39M +32,572 +47%
BCG
27
Breakwater Capital Group
New Jersey
$7.4M +$490K +6,691 +7%
AAG
28
Accordant Advisory Group
Maryland
$7.2M +$7.2M +98,296 New
HighTower Advisors
29
HighTower Advisors
Illinois
$6.86M +$870K +11,865 +15%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$6.76M +$1.18M +16,099 +21%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$6.62M -$10.9M -149,161 -62%
Bank of America
32
Bank of America
North Carolina
$6.57M +$5.83M +79,626 +791%
KNW
33
Kesler Norman & Wride
Utah
$6.51M +$357K +4,867 +6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.73M -$83.2K -1,136 -1%
PAG
35
Private Advisor Group
New Jersey
$5.7M +$855K +11,677 +18%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.6M +$559K +7,633 +11%
PSCM
37
Per Stirling Capital Management
Texas
$5.08M -$32.5K -444 -0.6%
CAC
38
Certified Advisory Corp
Florida
$5.03M +$88.3K +1,205 +2%
Stifel Financial
39
Stifel Financial
Missouri
$4.88M +$520K +7,101 +12%
AFG
40
Atomi Financial Group
New York
$4.85M +$2.92M +39,842 +151%
BCM
41
Brookstone Capital Management
Illinois
$4.44M +$226K +3,084 +5%
MOS
42
MGO One Seven
Ohio
$4.05M +$689K +9,397 +21%
AWM
43
Ameliora Wealth Management
Switzerland
$3.96M -$120K -1,642 -3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$3.51M +$2.1M +28,729 +150%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$3.3M +$2.3M +31,458 +231%
TFS
46
Thoroughbred Financial Services
Tennessee
$3.27M -$525K -7,162 -14%
HCA
47
Heck Capital Advisors
Wisconsin
$3.24M +$3.24M +44,263 New
VR
48
Valued Retirements
Texas
$3.22M -$10.8K -148 -0.3%
VWA
49
Visionary Wealth Advisors
Illinois
$3.2M +$3.2M +43,660 New
AIP
50
Almanack Investment Partners
Pennsylvania
$2.94M +$2.94M +40,120 New
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