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Cambria Shareholder Yield ETF

101 hedge funds and large institutions have $316M invested in Cambria Shareholder Yield ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $292M → $316M (+$24.7M)

0% more funds holding

Funds holding: 101101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

216.21% less ownership

Funds ownership: 281.96%65.74% (-216%)

Holders
101
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
47
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$254K +$3.35K +58 +1%
FHA
77
Flagship Harbor Advisors
Massachusetts
$243K -$24.3K -420 -8%
CAC
78
Certified Advisory Corp
Florida
$214K +$235K +4,068 New
MC
79
Moors & Cabot
Massachusetts
$209K +$463 +8 +0.2%
MCC
80
Money Concepts Capital
Florida
$131K
OIA
81
Optimum Investment Advisors
Illinois
$111K +$347 +6 +0.3%
JIR
82
James Investment Research
Ohio
$99K +$11.7K +202 +12%
APA
83
American Portfolios Advisors
New York
$63.3K -$752 -13 -1%
GRP
84
Global Retirement Partners
California
$61K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$37K +$35.6K +616 +725%
AA
86
Ancora Advisors
Ohio
$32K
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.6K
FIA
88
FNY Investment Advisers
New York
$26K +$28.9K +500 New
AF
89
Advisornet Financial
Minnesota
$17K
AWM
90
AllSquare Wealth Management
New York
$16K -$120K -2,080 -87%
US Bancorp
91
US Bancorp
Minnesota
$16K
AWM
92
Ameliora Wealth Management
Switzerland
$16K +$17.5K +303 New
PFA
93
Professional Financial Advisors
Nebraska
$15K -$38.9K -673 -70%
CL
94
COWA LLC
Oklahoma
$13K -$355K -6,135 -96%
PP
95
Pacifica Partners
Canada
$11K
PA
96
Parallel Advisors
California
$11K +$11.6K +200 New
IA
97
IFP Advisors
Florida
$9K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$8K -$810 -14 -8%
CWM
99
Castle Wealth Management
Florida
$8K +$58 +1 +0.7%
MOS
100
MGO One Seven
Ohio
$3.77K +$129K +2,234 +3%

SYLD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2022, worth a combined $316M — up 8.5% from $292M a quarter earlier.

Fund positioning in SYLD was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 25 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $316M of Cambria Shareholder Yield ETF stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 13 funds opened new Cambria Shareholder Yield ETF positions in Q3 2022 and 13 closed out, a net change of 0 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2022 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.