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Cambria Shareholder Yield ETF
SYLD

99 hedge funds and large institutions have $294M invested in Cambria Shareholder Yield ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

101.26% more ownership

Funds ownership: 149.99% → 251.25% (+101%)

60% more capital invested

Capital invested by funds: $184M → $294M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 87 → 99 (+12)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
49
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.2M
2
RJA
Raymond James & Associates
Florida
+$24M
3
Osaic Holdings
Osaic Holdings
Arizona
+$15M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.2M
5
LPL Financial
LPL Financial
California
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$6.2M
2
FEM
Fulcrum Equity Management
Texas
-$2.5M
3
SC
Sepio Capital
Utah
-$2.27M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.11M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$204K +$204K +3,189 New
BAM
77
Belpointe Asset Management
Nevada
$165K -$2.04K -32 -1%
OIA
78
Optimum Investment Advisors
Illinois
$134K +$64 +1 +0%
FCMA
79
Foresight Capital Management Advisors
Michigan
$132K -$136K -2,122 -51%
SPIA
80
Steward Partners Investment Advisory
New York
$125K +$125K +1,954 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$86K +$86.2K +1,350 New
APA
82
American Portfolios Advisors
New York
$80K -$3.45K -54 -4%
HA
83
Herold Advisors
New York
$76.1K +$76K +1,190 New
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$74.7K +$10K +157 +16%
PFA
85
Professional Financial Advisors
Nebraska
$61K +$16.6K +260 +37%
GRP
86
Global Retirement Partners
California
$60K +$64.6K +1,011 New
PFS
87
Prospera Financial Services
Texas
$59K +$59.2K +927 New
AA
88
Ancora Advisors
Ohio
$38K – – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$24K – – –
US Bancorp
91
US Bancorp
Minnesota
$19K – – –
PP
92
Pacifica Partners
Canada
$13K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$11K – – –
CAL
94
Capital Advisors Ltd
Ohio
$10K – – –
IA
95
IFP Advisors
Florida
$9K +$13.6K +213 New
AF
96
Advisornet Financial
Minnesota
$7K +$7.03K +110 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$5K – – –
QCG
98
Quadrant Capital Group
Ohio
$4K – – –
JIR
99
James Investment Research
Ohio
$2K +$1.92K +30 New
SC
100
Sepio Capital
Utah
– -$2.27M -35,059 Closed
1 2 3
4
5

SYLD Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2022, worth a combined $294M — up 60% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 11 closed out — a net gain of 14 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Cambria Investment Management, cutting an estimated $6.2M.

  • 99 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $294M of Cambria Shareholder Yield ETF stock for Q1 2022, up 60% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2022 was Cambria Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2022.