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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

132 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
18
Increased
63
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

1
CIM
1
Cambria Investment Management
California
$22.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$6.36M
3
RH
3
RFG Holdings
Texas
$15.8M
4
OCG
4
Opus Capital Group
Ohio
$11.9M
5
FA
5
Fermata Advisors
California
$6.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.9M
3
AI
3
Atria Investments
North Carolina
$0
4
RJA
4
Raymond James & Associates
Florida
$34.2M
5
SL
5
Savior LLC
Massachusetts
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
51
WR Wealth Planners
Missouri
$1.36M +$103K +1,671 +8%
GWM
52
Geneos Wealth Management
Colorado
$1.33M +$64.5K +1,043 +5%
SPIA
53
Steward Partners Investment Advisory
New York
$1.32M -$19.4K -314 -1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.16M +$1.16M +18,753 New
RA
55
RFG Advisory
Alabama
$1.14M +$5.32K +86 +0.5%
OC
56
Oppenheimer & Co
New York
$1.07M +$39K +631 +4%
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$157K +2,545 +18%
EAM
58
Evanson Asset Management
California
$1.01M – – –
JWCA
59
J.W. Cole Advisors
Florida
$936K +$45.7K +739 +5%
Citadel Advisors
60
Citadel Advisors
Florida
$931K -$112K -1,806 -11%
CAN
61
Cetera Advisor Networks
California
$893K -$7.92K -128 -0.9%
LNC
62
Lincoln National Corp
Pennsylvania
$886K +$478K +7,734 +117%
EF
63
Empowered Funds
Pennsylvania
$855K +$855K +13,829 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$844K – – –
RG
65
Retirement Group
California
$765K +$496K +8,185 +185%
CA
66
Cetera Advisors
Colorado
$760K -$193K -3,120 -20%
MF
67
Meridian Financial
Massachusetts
$746K +$2.1K +34 +0.3%
BAM
68
BOS Asset Management
Illinois
$713K – – –
SHJ
69
Sharkey, Howes & Javer
Colorado
$701K – – –
MA
70
Mutual Advisors
Nebraska
$637K +$27.7K +448 +5%
HI
71
Harbour Investments
Wisconsin
$631K +$269K +4,345 +74%
MC
72
Moors & Cabot
Massachusetts
$610K +$56K +905 +10%
MCM
73
MAI Capital Management
Ohio
$589K +$589K +9,527 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$588K +$329K +5,316 +127%
TA
75
TFG Advisers
Michigan
$575K +$43.9K +710 +8%
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3
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