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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

127 hedge funds and large institutions have $448M invested in Cambria Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
57
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.6M
2
MF
Manchester Financial
California
$19.4M
3
RWP
Revolve Wealth Partners
New Jersey
$8.45M
4
LPL Financial
LPL Financial
California
$29.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$20.4M

Top Sellers

1
CIM
Cambria Investment Management
California
$10.7M
2
IAN
Integrated Advisors Network
Texas
$2.58M
3
FA
Fermata Advisors
California
$958K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$254K
5
SAF
Smith Anglin Financial
Texas
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
51
WR Wealth Planners
Missouri
$1.07M +$92.5K +1,575 +9%
RA
52
RFG Advisory
Alabama
$1.06M -$600K -10,214 -36%
OC
53
Oppenheimer & Co
New York
$969K +$119K +2,035 +14%
EAM
54
Evanson Asset Management
California
$962K – – –
FA
55
Fermata Advisors
California
$958K -$3.42M -58,240 -78%
SHJ
56
Sharkey, Howes & Javer
Colorado
$911K -$36.6K -623 -4%
JWCA
57
J.W. Cole Advisors
Florida
$838K +$42.3K +720 +5%
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$806K +$144K +2,455 +22%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$801K – – –
CA
60
Cambridge Advisors
Nebraska
$790K +$7.1K +121 +0.9%
CAN
61
Cetera Advisor Networks
California
$767K +$113K +1,924 +17%
BAM
62
Belpointe Asset Management
Nevada
$747K +$244K +4,153 +48%
SMC
63
Smith, Moore & Co
Missouri
$694K -$96.1K -1,637 -12%
MF
64
Meridian Financial
Massachusetts
$687K +$24K +409 +4%
BAM
65
BOS Asset Management
Illinois
$676K – – –
ZIMP
66
Zimmermann Investment Management & Planning
Pennsylvania
$662K -$42.3K -721 -6%
SPC
67
Sigma Planning Corp
Michigan
$655K -$123K -2,088 -16%
OPS
68
Orion Portfolio Solutions
Nebraska
$547K -$19.5K -333 -3%
BCI
69
Brinker Capital Investments
Pennsylvania
$547K +$547K +9,313 New
MC
70
Moors & Cabot
Massachusetts
$527K +$196K +3,339 +59%
Wells Fargo
71
Wells Fargo
California
$501K -$1.7K -29 -0.3%
9WM
72
9258 Wealth Management
Ohio
$482K – – –
SEP
73
Southland Equity Partners
Missouri
$453K +$34.8K +592 +8%
ASN
74
Advisory Services Network
Georgia
$449K +$39.6K +674 +10%
MA
75
Mutual Advisors
Nebraska
$440K -$5.17K -88 -1%
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