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Cambria Shareholder Yield ETF

157 hedge funds and large institutions have $595M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$16M
2 -$9.85M
3 -$7.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.61M
5
UBS Group
UBS Group
Switzerland
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$824K
AWM
77
Apollon Wealth Management
South Carolina
$747K
AQR Capital Management
78
AQR Capital Management
Connecticut
$732K
Two Sigma Investments
79
Two Sigma Investments
New York
$721K
Betterment LLC
80
Betterment LLC
New York
$683K
RAS
81
RPS Advisory Solutions
Kentucky
$611K
CIA
82
Compass Ion Advisors
Pennsylvania
$610K
MCC
83
Money Concepts Capital
Florida
$609K
DWT
84
Dorsey & Whitney Trust
South Dakota
$592K
CBT
85
CoreFirst Bank & Trust
Kansas
$573K
WMP
86
Wealth Management Partners
Arizona
$532K
HIIFS
87
Harel Insurance Investments & Financial Services
Israel
$479K
CWM
88
Comprehensive Wealth Management
Washington
$469K
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$466K
ZI
90
ZEGA Investments
Florida
$460K
AWP
91
Astra Wealth Partners
New Jersey
$458K
TFS
92
Thoroughbred Financial Services
Tennessee
$455K
OWP
93
Obermeyer Wealth Partners
Colorado
$437K
WA
94
Waverly Advisors
Alabama
$428K
VHAM
95
Van Hulzen Asset Management
California
$422K
FNBSF
96
First National Bank Sioux Falls
South Dakota
$418K
GWA
97
Genesis Wealth Advisors
Massachusetts
$417K
KAS
98
Kestra Advisory Services
Texas
$404K
SPA
99
Sentinel Pension Advisors
Massachusetts
$394K
Corient Private Wealth
100
Corient Private Wealth
Florida
$379K