Cambria Shareholder Yield ETF
SYLD
183 hedge funds and large institutions have $787M invested in Cambria Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 37 reducing their positions, and 10 closing their positions.
190% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 10
141% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 37
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
8% more funds holding
Funds holding: 170 → 183 (+13)
0.6% less ownership
Funds ownership: 66.2% → 65.6% (-0.6%)
2% less capital invested
Capital invested by funds: $805M → $787M (-$18.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$19.8M |
| 2 |
Morgan Stanley
New York
|
+$10.5M |
| 3 |
VP
Verum Partners
Charlotte,
North Carolina
|
+$9.16M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.43M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 2 |
4WM
49 Wealth Management
Austin,
Texas
|
-$6.55M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$6.27M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$5M |
| 5 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
-$2.89M |
SYLD Hedge Fund Activity: Q2 2024 in Review
183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2024, worth a combined $787M — down 2.2% from $805M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SYLD positions and 10 closed out — a net gain of 19 holders — while 89 added to existing stakes and 37 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $19.8M. The largest seller was UBS Group, cutting an estimated $10.9M.
- 183 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2024, up from 170 in Q1 2024.
- Funds reported $787M of Cambria Shareholder Yield ETF stock for Q2 2024, down 2.2% quarter-over-quarter.
- 29 funds opened new Cambria Shareholder Yield ETF positions in Q2 2024 and 10 closed out, a net change of +19 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $19.8M added.
- The largest Cambria Shareholder Yield ETF seller in Q2 2024 was UBS Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2024.