We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF
SYLD

64 hedge funds and large institutions have $167M invested in Cambria Shareholder Yield ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

39% more funds holding

Funds holding: 46 → 64 (+18)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.7M)

3.17% more ownership

Funds ownership: 134.15% → 137.32% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
64
Holders Change
+18
Holders Change %
+39.13%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.42M
2
FPGK
Financial Partners Group (Kansas)
Kansas
+$4.92M
3
FEM
Fulcrum Equity Management
Texas
+$2.93M
4
Jane Street
Jane Street
New York
+$2.92M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$21.8M
2
FTUS
Flow Traders U.S.
New York
-$4.88M
3
BCM
Brookstone Capital Management
Illinois
-$528K
4
LPL Financial
LPL Financial
California
-$432K
5
CIM
Cambria Investment Management
California
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$65K – – –
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63K – – –
AA
53
Ancora Advisors
Ohio
$38K – – –
NFG
54
Next Financial Group
Texas
$30K +$29.7K +465 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$24K – – –
US Bancorp
56
US Bancorp
Minnesota
$19K – – –
PFA
57
Professional Financial Advisors
Nebraska
$19K +$64 +1 +0.3%
AWA
58
Arkadios Wealth Advisors
Georgia
$14K – – –
PP
59
Pacifica Partners
Canada
$13K +$12.8K +200 New
QCG
60
Quadrant Capital Group
Ohio
$4K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4K +$3.83K +60 New
FHA
62
First Horizon Advisors
Tennessee
$3K +$3.32K +52 New
SWM
63
Spire Wealth Management
Virginia
$1K – – –
TWA
64
TCI Wealth Advisors
Arizona
$1K +$1.28K +20 New
FTUS
65
Flow Traders U.S.
New York
– -$4.88M -76,411 Closed
WAP
66
Wealthcare Advisory Partners
Pennsylvania
– -$102K -1,700 Closed
CAC
67
Certified Advisory Corp
Florida
– -$93K -1,556 Closed
SPIA
68
Steward Partners Investment Advisory
New York
– -$1.26K -21 Closed
1 2
3

SYLD Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2021, worth a combined $167M — up 8.9% from $153M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SYLD positions and 4 closed out — a net gain of 18 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was Mainstay Capital Management, cutting an estimated $21.8M.

  • 64 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $167M of Cambria Shareholder Yield ETF stock for Q2 2021, up 8.9% quarter-over-quarter.
  • 22 funds opened new Cambria Shareholder Yield ETF positions in Q2 2021 and 4 closed out, a net change of +18 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2021 was Morgan Stanley, an estimated $5.42M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2021 was Mainstay Capital Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2021.