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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $728M invested in Cambria Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+30
Holders Change %
+22.73%
% of All Funds
2.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
38
Increased
74
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
SAF
2
Smith Anglin Financial
Texas
$58M
3
CIM
3
Cambria Investment Management
California
$33.5M
4
UBS Group
4
UBS Group
Switzerland
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.52M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$5.64M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$50.4M
3
LPL Financial
3
LPL Financial
California
$27.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.4M
5
RH
5
RFG Holdings
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$2.08M -$136K -2,010 -6%
SPIA
52
Steward Partners Investment Advisory
New York
$2.01M +$570K +8,441 +40%
LFA
53
Longview Financial Advisors
Alabama
$1.82M +$1.82M +26,884 New
AFG
54
Atomi Financial Group
New York
$1.78M +$199K +2,944 +13%
WWP
55
WR Wealth Planners
Missouri
$1.66M +$174K +2,572 +12%
OC
56
Oppenheimer & Co
New York
$1.62M +$457K +6,756 +39%
EP
57
Eudaimonia Partners
Tennessee
$1.59M +$61.8K +915 +4%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.57M -$200K -2,959 -11%
GWM
59
Geneos Wealth Management
Colorado
$1.46M +$5.27K +78 +0.4%
RG
60
Retirement Group
California
$1.33M +$473K +7,000 +55%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.3M +$29.3K +434 +2%
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28M +$161K +2,390 +14%
RA
63
RFG Advisory
Alabama
$1.23M -$12.1K -179 -1%
AWM
64
Apollon Wealth Management
South Carolina
$1.22M +$811K +11,998 +199%
Citadel Advisors
65
Citadel Advisors
Florida
$1.15M +$135K +1,998 +13%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.14M +$649K +9,600 +133%
EAM
67
Evanson Asset Management
California
$1.11M – – –
JWCA
68
J.W. Cole Advisors
Florida
$1.1M +$76.4K +1,131 +7%
AP
69
Aspect Partners
Virginia
$1.1M +$1.1M +16,211 New
Goldman Sachs
70
Goldman Sachs
New York
$1.03M +$1.03M +15,231 New
CAN
71
Cetera Advisor Networks
California
$1M +$29.9K +443 +3%
NWM
72
Napa Wealth Management
California
$982K +$982K +14,540 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$922K – – –
MCM
74
MAI Capital Management
Ohio
$910K +$266K +3,944 +41%
MF
75
Meridian Financial
Massachusetts
$809K -$5.95K -88 -0.7%
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