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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

182 hedge funds and large institutions have $785M invested in Cambria Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
29
Increased
88
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$19.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.1M
3
VP
3
Verum Partners
North Carolina
$9.46M
4
LPL Financial
4
LPL Financial
California
$50.5M
5
RJA
5
Raymond James & Associates
Florida
$45.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
4WM
2
49 Wealth Management
Texas
$923K
3
AWM
3
Avior Wealth Management
Nebraska
$1.29M
4
IAN
4
Integrated Advisors Network
Texas
$4.95M
5
AWM
5
Ameliora Wealth Management
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$2.96M +$656K +9,607 +28%
KAS
52
Kestra Advisory Services
Texas
$2.88M +$344K +5,039 +14%
HCA
53
Heck Capital Advisors
Wisconsin
$2.87M -$157K -2,303 -5%
Truist Financial
54
Truist Financial
North Carolina
$2.8M +$519K +7,603 +23%
GWM
55
Geneos Wealth Management
Colorado
$2.49M +$113K +1,656 +5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.46M +$1.75M +25,577 +243%
CIA
57
Compass Ion Advisors
Pennsylvania
$2.43M – – –
SSWM
58
Sheets Smith Wealth Management
North Carolina
$2.25M -$292K -4,282 -12%
MML Investors Services
59
MML Investors Services
Massachusetts
$2M +$154K +2,259 +8%
Betterment LLC
60
Betterment LLC
New York
$1.9M -$82.4K -1,206 -4%
ACP
61
Aveo Capital Partners
Colorado
$1.86M -$896K -13,117 -32%
LFA
62
Longview Financial Advisors
Alabama
$1.82M +$48.6K +712 +3%
EH
63
Equitable Holdings
New York
$1.63M -$370K -5,418 -18%
OC
64
Oppenheimer & Co
New York
$1.44M +$25.7K +377 +2%
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.43M +$73.7K +1,080 +5%
MCM
66
MAI Capital Management
Ohio
$1.41M +$431K +6,312 +44%
AWM
67
Avior Wealth Management
Nebraska
$1.29M -$6.13M -89,743 -83%
AP
68
Aspect Partners
Virginia
$1.27M +$107K +1,572 +9%
AWM
69
Apollon Wealth Management
South Carolina
$1.26M +$70.1K +1,026 +6%
RA
70
RFG Advisory
Alabama
$1.24M +$2.6K +38 +0.2%
DADC
71
D.A. Davidson & Co
Montana
$1.23M +$400K +5,864 +48%
DAS
72
Dynamic Advisor Solutions
Arizona
$1.16M +$276K +4,043 +31%
SPC
73
Sigma Planning Corp
Michigan
$1.15M +$801K +11,732 +227%
EAM
74
Evanson Asset Management
California
$1.13M – – –
JWCA
75
J.W. Cole Advisors
Florida
$1.12M +$28.7K +420 +3%
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3
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