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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
22
Increased
82
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$11.3M
2
LPL Financial
LPL Financial
California
$58M
3
Morgan Stanley
Morgan Stanley
New York
$76M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.76M
5
Wells Fargo
Wells Fargo
California
$11.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$293M
2
IAIM
International Assets Investment Management
Florida
$381K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$22.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.97M
5
RH
RFG Holdings
Texas
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$9.26M +$394K +5,750 +4%
AAG
27
Accordant Advisory Group
Maryland
$9.17M +$1.96M +28,589 +27%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$8.56M +$313K +4,567 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.29M -$438K -6,395 -5%
BCG
30
Breakwater Capital Group
New Jersey
$8.12M +$111K +1,617 +1%
Stifel Financial
31
Stifel Financial
Missouri
$6.44M +$812K +11,861 +14%
RH
32
RFG Holdings
Texas
$6.34M -$5.59M -81,667 -47%
PAG
33
Private Advisor Group
New Jersey
$6.26M +$142K +2,077 +2%
HCA
34
Heck Capital Advisors
Wisconsin
$5.99M -$551K -8,048 -8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$5.4M +$98.5K +1,438 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.12M +$154K +2,253 +3%
BCM
37
Brookstone Capital Management
Illinois
$4.97M +$138K +2,021 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.93M -$832K -12,157 -14%
CAC
39
Certified Advisory Corp
Florida
$4.85M +$23.8K +347 +0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.76M +$4.14M +60,527 +675%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$521K +7,614 +12%
TFS
42
Thoroughbred Financial Services
Tennessee
$4.27M -$25.4K -371 -0.6%
KNW
43
Kesler Norman & Wride
Utah
$4.26M -$1.65M -24,160 -28%
VWA
44
Visionary Wealth Advisors
Illinois
$4.25M +$219K +3,194 +5%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.97M -$13.9M -202,426 -78%
AIP
46
Almanack Investment Partners
Pennsylvania
$3.63M +$117K +1,710 +3%
EFG
47
Ethos Financial Group
Pennsylvania
$3.63M +$3.63M +53,081 New
SPIA
48
Steward Partners Investment Advisory
New York
$3.46M +$451K +6,586 +15%
VR
49
Valued Retirements
Texas
$3.15M -$272K -3,969 -8%
MOS
50
MGO One Seven
Ohio
$3.1M +$58.8K +859 +2%
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