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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.46%
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
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.51M
4
Bank of America
Bank of America
North Carolina
+$5.83M
5
MA
MONECO Advisors
Connecticut
+$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$48.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.9M
4
CIM
Cambria Investment Management
California
-$4.58M
5
AWM
Avior Wealth Management
Nebraska
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
51
Aveo Capital Partners
Colorado
$2.81M +$2.81M +40,422 New
Wells Fargo
52
Wells Fargo
California
$2.74M +$2.35M +32,063 +600%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$2.73M -$192K -2,625 -7%
KAS
54
Kestra Advisory Services
Texas
$2.72M +$79.9K +1,091 +3%
GWM
55
Geneos Wealth Management
Colorado
$2.55M +$965K +13,173 +61%
SPIA
56
Steward Partners Investment Advisory
New York
$2.48M +$297K +4,054 +14%
Truist Financial
57
Truist Financial
North Carolina
$2.45M +$107K +1,457 +5%
CIA
58
Compass Ion Advisors
Pennsylvania
$2.43M +$11.7K +159 +0.5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$472K +6,440 +28%
EH
60
Equitable Holdings
New York
$2.15M -$647K -8,835 -23%
Betterment LLC
61
Betterment LLC
New York
$2.13M -$131K -1,793 -6%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.98M -$510K -6,959 -20%
CW
63
Connectus Wealth
Ohio
$1.94M +$1.94M +26,236 New
LFA
64
Longview Financial Advisors
Alabama
$1.91M -$64K -874 -3%
EP
65
Eudaimonia Partners
Tennessee
$1.73M – – –
OC
66
Oppenheimer & Co
New York
$1.52M -$243K -3,313 -14%
RG
67
Retirement Group
California
$1.49M +$49.8K +680 +3%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$62.3K +850 +4%
RA
69
RFG Advisory
Alabama
$1.33M – – –
AWM
70
Apollon Wealth Management
South Carolina
$1.28M -$43.1K -588 -3%
AP
71
Aspect Partners
Virginia
$1.24M +$54.5K +744 +5%
EAM
72
Evanson Asset Management
California
$1.21M +$6.59K +90 +0.5%
CA
73
Cetera Advisors
Colorado
$1.2M +$492K +6,720 +70%
JWCA
74
J.W. Cole Advisors
Florida
$1.17M -$22K -300 -2%
CAN
75
Cetera Advisor Networks
California
$1.13M +$37.4K +510 +3%
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