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Cambria Shareholder Yield ETF
SYLD

87 hedge funds and large institutions have $184M invested in Cambria Shareholder Yield ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

39% more capital invested

Capital invested by funds: $132M → $184M (+$51.6M)

34.48% more ownership

Funds ownership: 115.51% → 149.99% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more funds holding

Funds holding: 72 → 87 (+15)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
33
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
+$9.97M
2
Morgan Stanley
Morgan Stanley
New York
+$5.36M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.13M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.96M
5
FA
Fermata Advisors
California
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.34M
2
Stifel Financial
Stifel Financial
Missouri
-$1.86M
3
NCM
New Capital Management
Texas
-$1.3M
4
FTUS
Flow Traders U.S.
New York
-$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$355K +$11.9K +186 +4%
MF
52
Meridian Financial
Massachusetts
$328K +$325K +5,075 New
BFPW
53
BOK Financial Private Wealth
Colorado
$317K – – –
CAN
54
Cetera Advisor Networks
California
$306K -$12.4K -194 -4%
TA
55
TFG Advisers
Michigan
$283K +$768 +12 +0.3%
FCMA
56
Foresight Capital Management Advisors
Michigan
$270K +$268K +4,181 New
PAG
57
Private Advisor Group
New Jersey
$259K +$257K +4,015 New
JPLA
58
Joseph P. Lucia & Associates
New York
$229K -$7.04K -110 -3%
GVAG
59
Great Valley Advisor Group
Delaware
$208K +$206K +3,213 New
LSA
60
Lion Street Advisors
Texas
$206K +$203K +3,177 New
CAC
61
Certified Advisory Corp
Florida
$205K +$203K +3,170 New
BRWA
62
B. Riley Wealth Advisors
Florida
$204K +$201K +3,143 New
KP
63
Keel Point
Alabama
$202K +$201K +3,133 New
BAM
64
Belpointe Asset Management
Nevada
$168K +$15K +235 +10%
MCC
65
Money Concepts Capital
Florida
$167K +$165K +2,581 New
OIA
66
Optimum Investment Advisors
Illinois
$136K +$134K +2,100 New
CA
67
CoreCap Advisors
Michigan
$132K +$130K +2,037 New
GWM
68
Geneos Wealth Management
Colorado
$117K – – –
APA
69
American Portfolios Advisors
New York
$84.4K +$65.4K +1,021 +358%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$65.4K +$64 +1 +0.1%
PFA
71
Professional Financial Advisors
Nebraska
$45K +$1.47K +23 +3%
AA
72
Ancora Advisors
Ohio
$39K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K -$25.9K -404 -41%
NFG
74
Next Financial Group
Texas
$30K – – –
EVM
75
Eaton Vance Management
Massachusetts
$26K +$25.6K +400 New
1 2
3
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SYLD Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2021, worth a combined $184M — up 39% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 10 closed out — a net gain of 15 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Financial Partners Group (Kansas), adding an estimated $9.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.34M sold.

  • 87 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $184M of Cambria Shareholder Yield ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q4 2021 and 10 closed out, a net change of +15 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2021 was Financial Partners Group (Kansas), an estimated $9.97M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.