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Cambria Shareholder Yield ETF

99 hedge funds and large institutions have $294M invested in Cambria Shareholder Yield ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

101.26% more ownership

Funds ownership: 149.99%251.25% (+101%)

60% more capital invested

Capital invested by funds: $184M → $294M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 8799 (+12)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
49
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
51
9258 Wealth Management
Ohio
$525K
LNC
52
Lincoln National Corp
Pennsylvania
$515K +$515K +8,057 New
LSA
53
Lion Street Advisors
Texas
$504K +$299K +4,687 +148%
SPC
54
Sigma Planning Corp
Michigan
$491K -$37.1K -581 -7%
MF
55
Meridian Financial
Massachusetts
$485K +$160K +2,512 +49%
MC
56
Moors & Cabot
Massachusetts
$462K +$462K +7,235 New
AIP
57
Almanack Investment Partners
Pennsylvania
$460K +$459K +7,184 New
5L
58
55I LLC
Massachusetts
$443K -$115K -1,793 -21%
ASN
59
Advisory Services Network
Georgia
$429K +$77.6K +1,215 +22%
HWM
60
HB Wealth Management
Georgia
$405K +$405K +6,341 New
TI
61
Tidal Investments
Wisconsin
$382K -$76.3K -1,195 -17%
CL
62
COWA LLC
Oklahoma
$377K +$383 +6 +0.1%
CAN
63
Cetera Advisor Networks
California
$337K +$34.6K +542 +11%
TA
64
TFG Advisers
Michigan
$318K +$37.7K +590 +13%
BFPW
65
BOK Financial Private Wealth
Colorado
$313K
CWM
66
Comprehensive Wealth Management
Washington
$304K +$304K +4,755 New
FHA
67
Flagship Harbor Advisors
Massachusetts
$302K -$57.5K -900 -16%
FEM
68
Fulcrum Equity Management
Texas
$257K -$2.5M -39,128 -91%
KP
69
Keel Point
Alabama
$239K +$39.1K +612 +20%
SIC
70
Samalin Investment Counsel
New York
$239K +$238K +3,732 New
CAC
71
Certified Advisory Corp
Florida
$235K +$32.8K +513 +16%
PAS
72
Park Avenue Securities
New York
$225K +$224K +3,514 New
JPLA
73
Joseph P. Lucia & Associates
New York
$220K -$6.07K -95 -3%
GVAG
74
Great Valley Advisor Group
Delaware
$211K +$5.37K +84 +3%
MCC
75
Money Concepts Capital
Florida
$210K +$45.3K +710 +28%

SYLD Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2022, worth a combined $294M — up 60% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 11 closed out — a net gain of 14 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Cambria Investment Management, cutting an estimated $6.2M.

  • 99 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $294M of Cambria Shareholder Yield ETF stock for Q1 2022, up 60% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2022 was Cambria Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2022.