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Cambria Shareholder Yield ETF

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101131 (+30)

13.89% more ownership

Funds ownership: 65.74%79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$1.08M -$89K -1,491 -8%
WWP
52
WR Wealth Planners
Missouri
$991K +$51.6K +865 +5%
EAM
53
Evanson Asset Management
California
$972K
SHJ
54
Sharkey, Howes & Javer
Colorado
$957K -$1.39M -23,256 -59%
LFA
55
LGT Financial Advisors
Texas
$954K +$960K +16,079 New
WS
56
Wedbush Securities
California
$888K -$54.6K -915 -6%
SPIA
57
Steward Partners Investment Advisory
New York
$863K +$401K +6,713 +86%
OC
58
Oppenheimer & Co
New York
$859K +$505K +8,456 +140%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$809K
JWCA
60
J.W. Cole Advisors
Florida
$804K +$88.3K +1,479 +12%
SMC
61
Smith, Moore & Co
Missouri
$798K
CA
62
Cambridge Advisors
Nebraska
$791K -$84.4K -1,414 -10%
SPC
63
Sigma Planning Corp
Michigan
$786K -$15.2K -255 -2%
ZIMP
64
Zimmermann Investment Management & Planning
Pennsylvania
$712K -$1.19K -20 -0.2%
HighTower Advisors
65
HighTower Advisors
Illinois
$688K +$296K +4,958 +74%
BAM
66
BOS Asset Management
Illinois
$683K +$687K +11,519 New
MF
67
Meridian Financial
Massachusetts
$670K +$36.4K +610 +6%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$669K +$329K +5,515 +96%
CAN
69
Cetera Advisor Networks
California
$661K +$189K +3,161 +40%
MCC
70
Money Concepts Capital
Florida
$607K +$463K +7,755 +312%
Jane Street
71
Jane Street
New York
$601K +$605K +10,136 New
OPS
72
Orion Portfolio Solutions
Nebraska
$572K +$58.2K +975 +11%
BAM
73
Belpointe Asset Management
Nevada
$509K +$224K +3,751 +78%
Wells Fargo
74
Wells Fargo
California
$508K -$328K -5,499 -39%
9WM
75
9258 Wealth Management
Ohio
$487K

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.