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Cambria Shareholder Yield ETF
SYLD

72 hedge funds and large institutions have $132M invested in Cambria Shareholder Yield ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more funds holding

Funds holding: 64 → 72 (+8)

21% less capital invested

Capital invested by funds: $167M → $132M (-$34.7M)

21.81% less ownership

Funds ownership: 137.32% → 115.51% (-22%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
28
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$3.11M
2
SL
Savior LLC
Massachusetts
+$2.71M
3
Stifel Financial
Stifel Financial
Missouri
+$2.56M
4
SC
Sepio Capital
Utah
+$2.21M
5
UBS Group
UBS Group
Switzerland
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$36.8M
2
FPGK
Financial Partners Group (Kansas)
Kansas
-$3.36M
3
VA
Valmark Advisers
Ohio
-$2.41M
4
Jane Street
Jane Street
New York
-$2.29M
5
AFP
Ausdal Financial Partners
Iowa
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$209K +$214K +3,468 New
HI
52
Harbour Investments
Wisconsin
$153K +$35.1K +568 +29%
BAM
53
Belpointe Asset Management
Nevada
$143K +$146K +2,372 New
GWM
54
Geneos Wealth Management
Colorado
$111K +$6.17K +100 +6%
HA
55
Herold Advisors
New York
$88K +$90.4K +1,465 New
GRP
56
Global Retirement Partners
California
$61K – – –
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$60.9K +$62.4K +1,011 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.3K – – –
PFA
59
Professional Financial Advisors
Nebraska
$41K +$23.8K +385 +131%
AA
60
Ancora Advisors
Ohio
$36K – – –
NFG
61
Next Financial Group
Texas
$28K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$23K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$20K +$20K +324 New
US Bancorp
64
US Bancorp
Minnesota
$18K – – –
APA
65
American Portfolios Advisors
New York
$17.2K +$17.6K +285 New
PP
66
Pacifica Partners
Canada
$12K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$11K +$7.16K +116 +193%
CAL
68
Capital Advisors Ltd
Ohio
$10K +$10K +162 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$5K +$5.25K +85 New
QCG
70
Quadrant Capital Group
Ohio
$4K – – –
FHA
71
First Horizon Advisors
Tennessee
$3K +$556 +9 +17%
SWM
72
Spire Wealth Management
Virginia
$1K – – –
MCM
73
Mainstay Capital Management
Michigan
– -$36.8M -574,746 Closed
VA
74
Valmark Advisers
Ohio
– -$2.41M -37,709 Closed
AFP
75
Ausdal Financial Partners
Iowa
– -$1.41M -22,044 Closed
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SYLD Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2021, worth a combined $132M — down 21% from $167M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SYLD positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $3.11M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $36.8M sold.

  • 72 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $132M of Cambria Shareholder Yield ETF stock for Q3 2021, down 21% quarter-over-quarter.
  • 19 funds opened new Cambria Shareholder Yield ETF positions in Q3 2021 and 10 closed out, a net change of +9 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2021 was Cetera Advisors, an estimated $3.11M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2021.