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Cambria Shareholder Yield ETF

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22%62.95% (-3.3%)

7% less funds holding

Funds holding: 187173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MONECO Advisors
Connecticut
$8.03M -$1.17M -17,312 -12%
SAF
27
Smith Anglin Financial
Texas
$6.32M -$62M -914,840 -90%
CIM
28
Cambria Investment Management
California
$5.77M -$8.11M -119,803 -57%
AWA
29
Arkadios Wealth Advisors
Georgia
$5.62M +$5.97M +88,094 New
RH
30
RFG Holdings
Texas
$5.55M -$383K -5,657 -6%
HCA
31
Heck Capital Advisors
Wisconsin
$5.44M -$148K -2,178 -2%
PAG
32
Private Advisor Group
New Jersey
$4.99M -$897K -13,239 -14%
BCM
33
Brookstone Capital Management
Illinois
$4.89M +$274K +4,049 +6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.75M +$167K +2,469 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.67M -$106K -1,560 -2%
CAC
36
Certified Advisory Corp
Florida
$4.4M -$126K -1,867 -3%
EFG
37
Ethos Financial Group
Pennsylvania
$4.08M +$735K +10,856 +20%
VWA
38
Visionary Wealth Advisors
Illinois
$3.99M +$36.7K +542 +0.9%
Stifel Financial
39
Stifel Financial
Missouri
$3.9M -$2.23M -32,998 -35%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.79M -$670K -9,886 -14%
KNW
41
Kesler Norman & Wride
Utah
$3.74M -$237K -3,504 -6%
Osaic Holdings
42
Osaic Holdings
Arizona
$3.69M -$17.1K -252 -0.4%
SPIA
43
Steward Partners Investment Advisory
New York
$3.45M +$240K +3,547 +7%
GWM
44
Geneos Wealth Management
Colorado
$3.16M +$875K +12,920 +35%
MF
45
Manchester Financial
California
$3.1M -$16M -236,044 -83%
TFS
46
Thoroughbred Financial Services
Tennessee
$2.98M -$1.06M -15,623 -25%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.97M +$783K +11,554 +33%
MOS
48
MGO One Seven
Ohio
$2.81M -$80.4K -1,187 -3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.71M -$1.83M -27,094 -39%
Truist Financial
50
Truist Financial
North Carolina
$2.61M +$4.2K +62 +0.2%

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.