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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

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
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
–

Top Buyers

1
CIM
1
Cambria Investment Management
California
$24.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$24.9M
3
IAN
3
Integrated Advisors Network
Texas
$6.35M
4
LPL Financial
4
LPL Financial
California
$24.3M
5
AWM
5
Ameliora Wealth Management
Switzerland
$3.06M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$33.6M
2
MOS
2
MGO One Seven
Ohio
$2.14M
3
AWM
3
Avior Wealth Management
Nebraska
$10.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$957K
5
AI
5
Atria Investments
North Carolina
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$1.08M -$88.4K -1,491 -8%
WWP
52
WR Wealth Planners
Missouri
$991K +$51.3K +865 +5%
EAM
53
Evanson Asset Management
California
$972K – – –
SHJ
54
Sharkey, Howes & Javer
Colorado
$957K -$1.38M -23,256 -59%
LFA
55
LGT Financial Advisors
Texas
$954K +$954K +16,079 New
WS
56
Wedbush Securities
California
$888K -$54.3K -915 -6%
SPIA
57
Steward Partners Investment Advisory
New York
$863K +$398K +6,713 +86%
OC
58
Oppenheimer & Co
New York
$859K +$502K +8,456 +140%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$809K – – –
JWCA
60
J.W. Cole Advisors
Florida
$804K +$87.7K +1,479 +12%
SMC
61
Smith, Moore & Co
Missouri
$798K – – –
CA
62
Cambridge Advisors
Nebraska
$791K -$83.9K -1,414 -10%
SPC
63
Sigma Planning Corp
Michigan
$786K -$15.1K -255 -2%
ZIMP
64
Zimmermann Investment Management & Planning
Pennsylvania
$712K -$1.19K -20 -0.2%
HighTower Advisors
65
HighTower Advisors
Illinois
$688K +$293K +4,958 +74%
BAM
66
BOS Asset Management
Illinois
$683K +$683K +11,519 New
MF
67
Meridian Financial
Massachusetts
$670K +$36.2K +610 +6%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$669K +$327K +5,515 +96%
CAN
69
Cetera Advisor Networks
California
$661K +$187K +3,161 +40%
MCC
70
Money Concepts Capital
Florida
$607K +$460K +7,755 +312%
Jane Street
71
Jane Street
New York
$601K +$601K +10,136 New
OPS
72
Orion Portfolio Solutions
Nebraska
$572K +$57.8K +975 +11%
BAM
73
Belpointe Asset Management
Nevada
$509K +$222K +3,751 +78%
Wells Fargo
74
Wells Fargo
California
$508K -$326K -5,499 -39%
9WM
75
9258 Wealth Management
Ohio
$487K – – –
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3
4 5