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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

119 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
8
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$9.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.58M
3
OCG
Opus Capital Group
Ohio
+$8.34M
4
IAN
Integrated Advisors Network
Texas
+$7.23M
5
RWP
Revolve Wealth Partners
New Jersey
+$5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.2M
2
SL
Savior LLC
Massachusetts
-$10.3M
3
LPL Financial
LPL Financial
California
-$4.84M
4
SAF
Smith Anglin Financial
Texas
-$4.15M
5
UBS Group
UBS Group
Switzerland
-$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
51
WR Wealth Planners
Missouri
$1.24M +$121K +1,971 +11%
RA
52
RFG Advisory
Alabama
$1.12M +$13K +212 +1%
Citadel Advisors
53
Citadel Advisors
Florida
$1.03M +$1.03M +16,864 New
OC
54
Oppenheimer & Co
New York
$1.02M +$5.51K +90 +0.5%
EAM
55
Evanson Asset Management
California
$1M – – –
CA
56
Cetera Advisors
Colorado
$943K -$1.63M -26,714 -63%
CAN
57
Cetera Advisor Networks
California
$890K +$91.3K +1,492 +11%
JWCA
58
J.W. Cole Advisors
Florida
$880K +$7.03K +115 +0.8%
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$860K +$20.2K +330 +2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$835K – – –
Wells Fargo
61
Wells Fargo
California
$821K +$299K +4,889 +57%
SL
62
Savior LLC
Massachusetts
$773K -$10.3M -169,111 -93%
MF
63
Meridian Financial
Massachusetts
$735K +$19.1K +312 +3%
SMC
64
Smith, Moore & Co
Missouri
$730K +$6.97K +114 +1%
BAM
65
BOS Asset Management
Illinois
$705K – – –
SHJ
66
Sharkey, Howes & Javer
Colorado
$693K -$257K -4,195 -27%
DI
67
DFPG Investments
Utah
$621K +$621K +9,787 New
MA
68
Mutual Advisors
Nebraska
$602K +$143K +2,340 +31%
SPC
69
Sigma Planning Corp
Michigan
$570K -$112K -1,832 -16%
MC
70
Moors & Cabot
Massachusetts
$548K -$1.1K -18 -0.2%
MCC
71
Money Concepts Capital
Florida
$541K -$1.26M -20,633 -70%
TA
72
TFG Advisers
Michigan
$525K +$101K +1,643 +24%
9WM
73
9258 Wealth Management
Ohio
$502K – – –
SEP
74
Southland Equity Partners
Missouri
$481K +$8.99K +147 +2%
ASN
75
Advisory Services Network
Georgia
$464K -$3.79K -62 -0.8%
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