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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$6.65M +$1.59M +25,594 +33%
BCG
27
Breakwater Capital Group
New Jersey
$6.42M -$1.82M -29,273 -23%
CIM
28
Cambria Investment Management
California
$5.32M -$422K -6,776 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$5.16M -$5.27M -84,571 -52%
EFG
30
Ethos Financial Group
Pennsylvania
$4.65M +$475K +7,625 +12%
PAG
31
Private Advisor Group
New Jersey
$4.44M -$618K -9,920 -13%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.04M -$690K -11,077 -15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.93M -$869K -13,946 -19%
VWA
34
Visionary Wealth Advisors
Illinois
$3.86M -$202K -3,251 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.85M +$88.8K +1,426 +2%
KNW
36
Kesler Norman & Wride
Utah
$3.81M -$2.99K -48 -0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$3.66M +$133K +2,129 +4%
AW
38
Atlas Wealth
Ohio
$3.64M +$3.4M +54,535 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$3.38M -$574K -9,212 -16%
Truist Financial
40
Truist Financial
North Carolina
$2.89M +$219K +3,513 +9%
SAF
41
Smith Anglin Financial
Texas
$2.53M -$3.74M -60,113 -61%
MOS
42
MGO One Seven
Ohio
$2.49M -$356K -5,710 -13%
Stifel Financial
43
Stifel Financial
Missouri
$2.32M -$1.58M -25,419 -42%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.04M -$952K -15,286 -33%
PPH
45
Pure Portfolios Holdings
Oregon
$2.03M -$151K -2,429 -7%
Citadel Advisors
46
Citadel Advisors
Florida
$1.92M -$302K -4,846 -14%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.89M +$856K +13,744 +89%
EH
48
Equitable Holdings
New York
$1.84M +$205K +3,292 +13%
MF
49
Manchester Financial
California
$1.76M -$1.34M -21,569 -44%
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M +$24.3K +390 +1%

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.