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Cambria Shareholder Yield ETF
SYLD

87 hedge funds and large institutions have $184M invested in Cambria Shareholder Yield ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

39% more capital invested

Capital invested by funds: $132M → $184M (+$51.6M)

34.48% more ownership

Funds ownership: 115.51% → 149.99% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more funds holding

Funds holding: 72 → 87 (+15)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
33
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
+$9.97M
2
Morgan Stanley
Morgan Stanley
New York
+$5.36M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.13M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.96M
5
FA
Fermata Advisors
California
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.34M
2
Stifel Financial
Stifel Financial
Missouri
-$1.86M
3
NCM
New Capital Management
Texas
-$1.3M
4
FTUS
Flow Traders U.S.
New York
-$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$25K – – –
US Bancorp
77
US Bancorp
Minnesota
$19K – – –
PP
78
Pacifica Partners
Canada
$13K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$11K -$576 -9 -5%
CAL
80
Capital Advisors Ltd
Ohio
$10K – – –
HNWA
81
Henrickson Nauta Wealth Advisors
Michigan
$6K +$5.89K +92 New
AWA
82
Amplius Wealth Advisors
Pennsylvania
$6K +$6.59K +103 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$5K – – –
QCG
84
Quadrant Capital Group
Ohio
$4K – – –
FHA
85
First Horizon Advisors
Tennessee
$3K -$576 -9 -15%
PWMG
86
Prestige Wealth Management Group
New Jersey
$1K +$1.47K +23 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– -$2.34M -38,913 Closed
NCM
88
New Capital Management
Texas
– -$1.3M -21,119 Closed
Citadel Advisors
89
Citadel Advisors
Florida
– -$953K -15,834 Closed
Goldman Sachs
90
Goldman Sachs
New York
– -$525K -8,727 Closed
Jane Street
91
Jane Street
New York
– -$516K -8,576 Closed
CAN
92
Claraphi Advisory Network
United States
– -$270K -4,482 Closed
PAS
93
Park Avenue Securities
New York
– -$223K -3,704 Closed
HA
94
Herold Advisors
New York
– -$88K -1,465 Closed
GRP
95
Global Retirement Partners
California
– -$61K -1,011 Closed
SWM
96
Spire Wealth Management
Virginia
– -$1K -23 Closed
JWM
97
Janiczek Wealth Management
Colorado
– +$384 +6 New
1 2 3
4

SYLD Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2021, worth a combined $184M — up 39% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 10 closed out — a net gain of 15 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Financial Partners Group (Kansas), adding an estimated $9.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.34M sold.

  • 87 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $184M of Cambria Shareholder Yield ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q4 2021 and 10 closed out, a net change of +15 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2021 was Financial Partners Group (Kansas), an estimated $9.97M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.