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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.56M -$1.59M -25,523 -52%
BCG
52
Bravias Capital Group
New Jersey
$1.47M -$7.35K -118 -0.5%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$1.45M -$39.9K -641 -3%
SPC
54
Sigma Planning Corp
Michigan
$1.44M +$127K +2,040 +10%
KWA
55
Kingswood Wealth Advisors
California
$1.41M -$142K -2,275 -9%
DADC
56
D.A. Davidson & Co
Montana
$1.39M -$407K -6,532 -23%
VR
57
Valued Retirements
Texas
$1.37M -$445K -7,141 -25%
JWCA
58
J.W. Cole Advisors
Florida
$1.36M +$99.3K +1,595 +8%
NA
59
Nottingham Advisors
New York
$1.34M -$10.8K -174 -0.8%
LFA
60
Longview Financial Advisors
Alabama
$1.33M -$169K -2,720 -12%
UAG
61
United Advisor Group
Ohio
$1.29M +$113K +1,815 +10%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.28M -$113K -1,807 -8%
AP
63
Aspect Partners
Virginia
$1.27M +$218K +3,495 +22%
OC
64
Oppenheimer & Co
New York
$1.27M -$21.8K -350 -2%
MCM
65
MAI Capital Management
Ohio
$1.18M -$533K -8,553 -32%
FPGK
66
Financial Partners Group (Kansas)
Kansas
$1.15M -$567K -9,100 -34%
BAM
67
Belpointe Asset Management
Nevada
$1.14M +$311K +5,001 +40%
SWRP
68
Summit Wealth & Retirement Planning
California
$1.12M +$53.8K +864 +5%
SEP
69
Southland Equity Partners
Missouri
$1.12M +$74.9K +1,203 +8%
Goldman Sachs
70
Goldman Sachs
New York
$1.08M +$81.3K +1,306 +9%
EAM
71
Evanson Asset Management
California
$1.07M
SCA
72
Snowden Capital Advisors
New York
$987K -$4.98K -80 -0.5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$972K -$1.71M -27,452 -65%
MWM
74
Meridian Wealth Management
Kentucky
$966K +$27.6K +443 +3%
RA
75
RFG Advisory
Alabama
$931K -$13.9K -223 -2%

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.