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Cambria Shareholder Yield ETF

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101131 (+30)

13.89% more ownership

Funds ownership: 65.74%79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$450K -$298 -5 -0.1%
CWM
77
Comprehensive Wealth Management
Washington
$441K +$24.3K +407 +6%
SEP
78
Southland Equity Partners
Missouri
$422K +$132K +2,218 +45%
ASN
79
Advisory Services Network
Georgia
$414K +$8.24K +138 +2%
HI
80
Harbour Investments
Wisconsin
$400K -$945K -15,835 -70%
TA
81
TFG Advisers
Michigan
$380K -$2.51K -42 -0.7%
Citadel Advisors
82
Citadel Advisors
Florida
$367K -$270K -4,528 -42%
LNC
83
Lincoln National Corp
Pennsylvania
$338K +$340K +5,702 New
MC
84
Moors & Cabot
Massachusetts
$335K +$99.7K +1,670 +42%
KP
85
Keel Point
Alabama
$327K +$18.3K +307 +6%
CAL
86
Capital Advisors Ltd
Ohio
$301K +$60 +1 +0%
BFPW
87
BOK Financial Private Wealth
Colorado
$291K
TI
88
Tidal Investments
Wisconsin
$290K -$1.49K -25 -0.5%
AWM
89
AE Wealth Management
Kansas
$275K -$247K -4,137 -47%
FHA
90
Flagship Harbor Advisors
Massachusetts
$262K -$11.9K -200 -4%
MWM
91
MorganRosel Wealth Management
Colorado
$252K +$253K +4,242 New
CAC
92
Certified Advisory Corp
Florida
$243K +$1.79K +30 +0.7%
HH
93
Hilltop Holdings
Texas
$237K +$239K +4,000 New
JCM
94
Jacobi Capital Management
Pennsylvania
$232K +$233K +3,912 New
AMC
95
Asset Management Corp
Illinois
$231K +$233K +3,902 New
RJT
96
Raymond James Trust
Florida
$219K +$220K +3,686 New
BCA
97
Bay Colony Advisors
Massachusetts
$213K +$215K +3,595 New
MAA
98
Mraz Amerine & Associates
California
$210K +$212K +3,548 New
PAS
99
Park Avenue Securities
New York
$208K +$210K +3,514 New
IWM
100
IHT Wealth Management
Illinois
$201K +$203K +3,394 New

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.