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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
Morgan Stanley
New York
$75.1M
3
HCA
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
Cambria Investment Management
California
$15.6M
2
NA
NewEdge Advisors
Louisiana
$80.5K
3
GIA
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
Integrated Advisors Network
Texas
$0
5
PSCM
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8.71M +$1.39M +19,173 +19%
BCG
27
Breakwater Capital Group
New Jersey
$8.46M +$432K +5,970 +5%
Wells Fargo
28
Wells Fargo
California
$8.21M +$2.94M +40,579 +56%
AAG
29
Accordant Advisory Group
Maryland
$7.62M +$456K +6,304 +6%
HCA
30
Heck Capital Advisors
Wisconsin
$6.91M +$3.87M +53,512 +128%
PAG
31
Private Advisor Group
New Jersey
$6.46M +$229K +3,161 +4%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$6.3M -$75.4K -1,042 -1%
KNW
33
Kesler Norman & Wride
Utah
$6.25M -$232K -3,212 -4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.09M +$292K +4,029 +5%
Stifel Financial
35
Stifel Financial
Missouri
$5.95M +$543K +7,501 +10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$5.6M +$309K +4,264 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.25M -$344K -4,749 -6%
BCM
38
Brookstone Capital Management
Illinois
$5.1M +$158K +2,183 +3%
CAC
39
Certified Advisory Corp
Florida
$5.1M +$86.8K +1,199 +2%
TFS
40
Thoroughbred Financial Services
Tennessee
$4.54M +$134K +1,855 +3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$4.46M +$420K +5,801 +10%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$4.32M +$341K +4,708 +9%
VWA
43
Visionary Wealth Advisors
Illinois
$4.26M +$802K +11,083 +23%
AIP
44
Almanack Investment Partners
Pennsylvania
$3.72M +$272K +3,753 +8%
VR
45
Valued Retirements
Texas
$3.61M – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.38M +$765K +10,567 +29%
MOS
47
MGO One Seven
Ohio
$3.21M -$277K -3,834 -8%
SPIA
48
Steward Partners Investment Advisory
New York
$3.19M +$45.3K +626 +1%
Truist Financial
49
Truist Financial
North Carolina
$2.93M -$34.4K -475 -1%
GWM
50
Geneos Wealth Management
Colorado
$2.66M +$29.3K +405 +1%
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