Cambria Shareholder Yield ETF
SYLD
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 17 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 41
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
11% more capital invested
Capital invested by funds: $728M → $805M (+$77.2M)
4% more funds holding
Funds holding: 163 → 170 (+7)
4.95% less ownership
Funds ownership: 71.15% → 66.2% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$6.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.47M |
| 5 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$45.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$10.2M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$4.29M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$4.12M |
SYLD Hedge Fund Activity: Q1 2024 in Review
170 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2024, worth a combined $805M — up 11% from $728M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SYLD positions and 17 closed out — a net gain of 10 holders — while 80 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.3M. The largest seller was Morgan Stanley, cutting an estimated $45.3M.
- 170 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2024, up from 163 in Q4 2023.
- Funds reported $805M of Cambria Shareholder Yield ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 27 funds opened new Cambria Shareholder Yield ETF positions in Q1 2024 and 17 closed out, a net change of +10 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q1 2024 was LPL Financial, an estimated $15.3M added.
- The largest Cambria Shareholder Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.3M sold.
Based on aggregated 13F filings for Q1 2024.