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Cambria Shareholder Yield ETF
SYLD

170 hedge funds and large institutions have $805M invested in Cambria Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 41

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

11% more capital invested

Capital invested by funds: $728M → $805M (+$77.2M)

4% more funds holding

Funds holding: 163 → 170 (+7)

4.95% less ownership

Funds ownership: 71.15% → 66.2% (-4.9%)

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
80
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.3M
2
UBS Group
UBS Group
Switzerland
+$14.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.1M
4
Bank of America
Bank of America
North Carolina
+$5.47M
5
MA
MONECO Advisors
Connecticut
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.2M
4
CIM
Cambria Investment Management
California
-$4.29M
5
AWM
Avior Wealth Management
Nebraska
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$2.81M +$2.77M +40,422 New
Wells Fargo
52
Wells Fargo
California
$2.74M +$2.2M +32,063 +600%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$2.73M -$180K -2,625 -7%
KAS
54
Kestra Advisory Services
Texas
$2.72M +$74.9K +1,091 +3%
GWM
55
Geneos Wealth Management
Colorado
$2.55M +$904K +13,173 +61%
SPIA
56
Steward Partners Investment Advisory
New York
$2.48M +$278K +4,054 +14%
Truist Financial
57
Truist Financial
North Carolina
$2.45M +$100K +1,457 +5%
CIA
58
Compass Ion Advisors
Pennsylvania
$2.43M +$10.9K +159 +0.5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$442K +6,440 +28%
EH
60
Equitable Holdings
New York
$2.15M -$607K -8,835 -23%
Betterment LLC
61
Betterment LLC
New York
$2.13M -$123K -1,793 -6%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.98M -$478K -6,959 -20%
CW
63
Connectus Wealth
Ohio
$1.94M +$1.8M +26,236 New
LFA
64
Longview Financial Advisors
Alabama
$1.91M -$60K -874 -3%
EP
65
Eudaimonia Partners
Tennessee
$1.73M – – –
OC
66
Oppenheimer & Co
New York
$1.52M -$227K -3,313 -14%
RG
67
Retirement Group
California
$1.49M +$46.7K +680 +3%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$58.4K +850 +4%
RA
69
RFG Advisory
Alabama
$1.33M – – –
AWM
70
Apollon Wealth Management
South Carolina
$1.28M -$40.4K -588 -3%
AP
71
Aspect Partners
Virginia
$1.24M +$51.1K +744 +5%
EAM
72
Evanson Asset Management
California
$1.21M +$6.18K +90 +0.5%
CA
73
Cetera Advisors
Colorado
$1.2M +$461K +6,720 +70%
JWCA
74
J.W. Cole Advisors
Florida
$1.17M -$20.6K -300 -2%
CAN
75
Cetera Advisor Networks
California
$1.13M +$35K +510 +3%
1 2
3
4 5

SYLD Hedge Fund Activity: Q1 2024 in Review

170 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2024, worth a combined $805M — up 11% from $728M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SYLD positions and 17 closed out — a net gain of 10 holders — while 80 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.3M. The largest seller was Morgan Stanley, cutting an estimated $45.3M.

  • 170 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2024, up from 163 in Q4 2023.
  • Funds reported $805M of Cambria Shareholder Yield ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Cambria Shareholder Yield ETF positions in Q1 2024 and 17 closed out, a net change of +10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2024 was LPL Financial, an estimated $15.3M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2024.