We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

101 hedge funds and large institutions have $316M invested in Cambria Shareholder Yield ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $292M → $316M (+$24.7M)

0% more funds holding

Funds holding: 101101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

216.21% less ownership

Funds ownership: 281.96%65.74% (-216%)

Holders
101
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
47
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$710K +$31.6K +547 +4%
SMC
52
Smith, Moore & Co
Missouri
$708K +$779K +13,463 New
JWCA
53
J.W. Cole Advisors
Florida
$635K +$49.5K +855 +8%
ZIMP
54
Zimmermann Investment Management & Planning
Pennsylvania
$632K -$316K -5,456 -31%
Citadel Advisors
55
Citadel Advisors
Florida
$563K -$773K -13,360 -56%
MF
56
Meridian Financial
Massachusetts
$562K +$52.2K +903 +9%
GWM
57
Geneos Wealth Management
Colorado
$543K -$30K -519 -5%
KNW
58
Kesler Norman & Wride
Utah
$478K +$174K +3,011 +50%
AWM
59
AE Wealth Management
Kansas
$461K +$507K +8,770 New
OPS
60
Orion Portfolio Solutions
Nebraska
$456K -$410K -7,085 -45%
9WM
61
9258 Wealth Management
Ohio
$432K
CAN
62
Cetera Advisor Networks
California
$420K +$121K +2,095 +36%
SPIA
63
Steward Partners Investment Advisory
New York
$412K +$321K +5,545 +241%
MA
64
Mutual Advisors
Nebraska
$400K -$231 -4 -0.1%
CWM
65
Comprehensive Wealth Management
Washington
$370K +$15.4K +266 +4%
ASN
66
Advisory Services Network
Georgia
$360K +$15.4K +267 +4%
HighTower Advisors
67
HighTower Advisors
Illinois
$352K +$22.9K +396 +6%
TA
68
TFG Advisers
Michigan
$339K +$43K +743 +13%
OC
69
Oppenheimer & Co
New York
$317K +$27.5K +475 +9%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$303K +$334K +5,765 New
KP
71
Keel Point
Alabama
$274K -$8.62K -149 -3%
CAL
72
Capital Advisors Ltd
Ohio
$267K
BFPW
73
BOK Financial Private Wealth
Colorado
$260K
TI
74
Tidal Investments
Wisconsin
$259K -$29.7K -513 -9%
SEP
75
Southland Equity Partners
Missouri
$258K +$283K +4,899 New

SYLD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2022, worth a combined $316M — up 8.5% from $292M a quarter earlier.

Fund positioning in SYLD was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 25 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $316M of Cambria Shareholder Yield ETF stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 13 funds opened new Cambria Shareholder Yield ETF positions in Q3 2022 and 13 closed out, a net change of 0 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2022 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.