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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
Morgan Stanley
New York
$75.1M
3
HCA
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
Cambria Investment Management
California
$15.6M
2
NA
NewEdge Advisors
Louisiana
$80.5K
3
GIA
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
Integrated Advisors Network
Texas
$0
5
PSCM
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.6M +$2.6M +35,896 New
KAS
52
Kestra Advisory Services
Texas
$2.46M -$591K -8,162 -19%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.43M +$310K +4,286 +15%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$2.31M -$71.1K -982 -3%
CIA
55
Compass Ion Advisors
Pennsylvania
$2.21M -$190K -2,630 -8%
PPH
56
Pure Portfolios Holdings
Oregon
$2.18M +$2.18M +30,159 New
GIA
57
Gladstone Institutional Advisory
Florida
$2.18M -$5.46M -75,406 -71%
Betterment LLC
58
Betterment LLC
New York
$1.95M -$59.7K -825 -3%
Jane Street
59
Jane Street
New York
$1.91M +$1.28M +17,627 +201%
LFA
60
Longview Financial Advisors
Alabama
$1.83M -$101K -1,394 -5%
EFA
61
Edge Financial Advisors
Illinois
$1.75M +$1.75M +24,154 New
SA
62
Sanctuary Advisors
Indiana
$1.7M -$2.85M -37,850 -63%
DADC
63
D.A. Davidson & Co
Montana
$1.69M +$389K +5,375 +30%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.68M +$166K +2,289 +11%
MCM
65
MAI Capital Management
Ohio
$1.68M +$190K +2,621 +13%
SPC
66
Sigma Planning Corp
Michigan
$1.6M +$373K +5,148 +30%
DAS
67
Dynamic Advisor Solutions
Arizona
$1.58M +$359K +4,961 +29%
OC
68
Oppenheimer & Co
New York
$1.57M +$42.3K +585 +3%
AWM
69
Apollon Wealth Management
South Carolina
$1.57M +$229K +3,162 +17%
NA
70
Nottingham Advisors
New York
$1.5M +$1.5M +20,791 New
Citadel Advisors
71
Citadel Advisors
Florida
$1.42M +$1.02M +14,030 +249%
EH
72
Equitable Holdings
New York
$1.41M -$324K -4,482 -19%
AP
73
Aspect Partners
Virginia
$1.34M +$3.04K +42 +0.2%
JWCA
74
J.W. Cole Advisors
Florida
$1.28M +$91.3K +1,262 +8%
RA
75
RFG Advisory
Alabama
$1.26M -$59.9K -828 -5%
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