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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

182 hedge funds and large institutions have $785M invested in Cambria Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
29
Increased
88
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$19.3M
2
Morgan Stanley
Morgan Stanley
New York
$67.1M
3
VP
Verum Partners
North Carolina
$9.46M
4
LPL Financial
LPL Financial
California
$50.5M
5
RJA
Raymond James & Associates
Florida
$45.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$25.1M
2
4WM
49 Wealth Management
Texas
$923K
3
AWM
Avior Wealth Management
Nebraska
$1.29M
4
IAN
Integrated Advisors Network
Texas
$4.95M
5
AWM
Ameliora Wealth Management
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$7.58M +$682K +9,984 +10%
GIA
27
Gladstone Institutional Advisory
Florida
$7.2M +$246K +3,605 +4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$6.91M +$616K +9,017 +10%
AFG
29
Atomi Financial Group
New York
$6.86M +$2.34M +34,262 +52%
AAG
30
Accordant Advisory Group
Maryland
$6.76M +$47.1K +690 +0.7%
KNW
31
Kesler Norman & Wride
Utah
$6.11M +$48.4K +709 +0.8%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$6.01M -$155K -2,270 -3%
PAG
33
Private Advisor Group
New Jersey
$5.88M +$568K +8,323 +11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.47M +$123K +1,799 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.28M +$58.8K +861 +1%
Stifel Financial
36
Stifel Financial
Missouri
$5.1M +$553K +8,093 +12%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4.99M +$1.91M +28,005 +62%
Wells Fargo
38
Wells Fargo
California
$4.98M +$2.42M +35,487 +95%
IAN
39
Integrated Advisors Network
Texas
$4.95M -$4.88M -71,470 -50%
BCM
40
Brookstone Capital Management
Illinois
$4.91M +$561K +7,806 +13%
CAC
41
Certified Advisory Corp
Florida
$4.73M +$47.9K +701 +1%
PSCM
42
Per Stirling Capital Management
Texas
$4.46M -$278K -4,078 -6%
SA
43
Sanctuary Advisors
Indiana
$4.25M +$4.25M +60,444 New
TFS
44
Thoroughbred Financial Services
Tennessee
$4.16M +$1.11M +16,239 +36%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$1.79M +26,159 +88%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.76M +$483K +7,081 +15%
VR
47
Valued Retirements
Texas
$3.41M +$410K +5,999 +14%
MOS
48
MGO One Seven
Ohio
$3.29M -$478K -7,007 -13%
VWA
49
Visionary Wealth Advisors
Illinois
$3.26M +$278K +4,069 +9%
AIP
50
Almanack Investment Partners
Pennsylvania
$3.25M +$512K +7,498 +19%
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