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Cambria Shareholder Yield ETF
SYLD

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22% → 62.95% (-3.3%)

7% less funds holding

Funds holding: 187 → 173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 12 → 6 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.73M
2
Bank of America
Bank of America
North Carolina
+$7.49M
3
AWA
Arkadios Wealth Advisors
Georgia
+$5.97M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
SAF
Smith Anglin Financial
Texas
-$62M
2
MF
Manchester Financial
California
-$16M
3
AAG
Accordant Advisory Group
Maryland
-$9.17M
4
CIM
Cambria Investment Management
California
-$8.11M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.19M +$2.33M +34,360 New
PPH
52
Pure Portfolios Holdings
Oregon
$2.15M +$1.15K +17 +0.1%
VR
53
Valued Retirements
Texas
$1.8M -$1.2M -17,711 -39%
DADC
54
D.A. Davidson & Co
Montana
$1.79M -$5.76K -85 -0.3%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$1.71M -$225K -3,319 -11%
MCM
56
MAI Capital Management
Ohio
$1.7M +$234K +3,453 +15%
Betterment LLC
57
Betterment LLC
New York
$1.69M +$11.9K +175 +0.7%
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$117K +1,730 +7%
EH
59
Equitable Holdings
New York
$1.59M +$502K +7,416 +42%
KWA
60
Kingswood Wealth Advisors
California
$1.53M +$59.3K +876 +4%
AWM
61
Apollon Wealth Management
South Carolina
$1.53M +$17.5K +259 +1%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.52M +$36K +531 +2%
SA
63
Sanctuary Advisors
Indiana
$1.51M +$45.6K +674 +3%
LFA
64
Longview Financial Advisors
Alabama
$1.48M -$32.6K -482 -2%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$1.46M -$610K -9,000 -28%
BCG
66
Bravias Capital Group
New Jersey
$1.45M +$948 +14 +0.1%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.37M +$144K +2,131 +11%
NA
68
Nottingham Advisors
New York
$1.33M – – –
SPC
69
Sigma Planning Corp
Michigan
$1.28M -$141K -2,085 -9%
OC
70
Oppenheimer & Co
New York
$1.26M +$59.3K +875 +5%
JWCA
71
J.W. Cole Advisors
Florida
$1.23M -$64.7K -956 -5%
UAG
72
United Advisor Group
Ohio
$1.15M +$61.7K +911 +5%
CIA
73
Compass Ion Advisors
Pennsylvania
$1.06M -$840K -12,407 -43%
EAM
74
Evanson Asset Management
California
$1.05M – – –
SWRP
75
Summit Wealth & Retirement Planning
California
$1.04M +$114K +1,686 +12%
1 2
3
4 5

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.