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Cambria Shareholder Yield ETF

187 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

32% more capital invested

Capital invested by funds: $835M → $1.1B (+$267M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more funds holding

Funds holding: 187187 (0)

4.03% less ownership

Funds ownership: 70.25%66.22% (-4%)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
23
Increased
82
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$9.26M +$415K +5,750 +4%
AAG
27
Accordant Advisory Group
Maryland
$9.17M +$2.06M +28,589 +27%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$8.55M +$330K +4,567 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.29M -$462K -6,395 -5%
BCG
30
Breakwater Capital Group
New Jersey
$8.12M +$117K +1,617 +1%
Stifel Financial
31
Stifel Financial
Missouri
$6.44M +$856K +11,861 +14%
RH
32
RFG Holdings
Texas
$6.34M -$5.9M -81,667 -47%
PAG
33
Private Advisor Group
New Jersey
$6.26M +$150K +2,077 +2%
HCA
34
Heck Capital Advisors
Wisconsin
$5.99M -$581K -8,048 -8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$5.4M +$104K +1,438 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.12M +$163K +2,253 +3%
BCM
37
Brookstone Capital Management
Illinois
$4.97M +$146K +2,021 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.93M -$878K -12,157 -14%
CAC
39
Certified Advisory Corp
Florida
$4.85M +$25.1K +347 +0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.76M +$4.37M +60,527 +675%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$550K +7,614 +12%
TFS
42
Thoroughbred Financial Services
Tennessee
$4.27M -$26.8K -371 -0.6%
KNW
43
Kesler Norman & Wride
Utah
$4.26M -$1.74M -24,160 -28%
VWA
44
Visionary Wealth Advisors
Illinois
$4.25M +$231K +3,194 +5%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.97M -$14.6M -202,426 -78%
AIP
46
Almanack Investment Partners
Pennsylvania
$3.63M +$123K +1,710 +3%
EFG
47
Ethos Financial Group
Pennsylvania
$3.63M +$3.83M +53,081 New
SPIA
48
Steward Partners Investment Advisory
New York
$3.46M +$476K +6,586 +15%
VR
49
Valued Retirements
Texas
$3.15M -$287K -3,969 -8%
MOS
50
MGO One Seven
Ohio
$3.1M +$62K +859 +2%

SYLD Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $1.1B — up 32% from $835M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SYLD positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was International Assets Investment Management, cutting an estimated $31.7M.

  • 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.1B of Cambria Shareholder Yield ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +5 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $7.56M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.