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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

119 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
8
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$9.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.58M
3
OCG
Opus Capital Group
Ohio
+$8.34M
4
IAN
Integrated Advisors Network
Texas
+$7.23M
5
RWP
Revolve Wealth Partners
New Jersey
+$5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.2M
2
SL
Savior LLC
Massachusetts
-$10.3M
3
LPL Financial
LPL Financial
California
-$4.84M
4
SAF
Smith Anglin Financial
Texas
-$4.15M
5
UBS Group
UBS Group
Switzerland
-$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Comprehensive Wealth Management
Washington
$454K +$24K +393 +6%
LNC
77
Lincoln National Corp
Pennsylvania
$403K -$49.2K -805 -11%
AWM
78
AE Wealth Management
Kansas
$387K +$73.8K +1,206 +24%
HI
79
Harbour Investments
Wisconsin
$358K -$44.3K -724 -11%
WMP
80
Wealth Management Partners
Arizona
$317K +$6.12K +100 +2%
CAL
81
Capital Advisors Ltd
Ohio
$311K – – –
RJT
82
Raymond James Trust
Florida
$291K +$80.8K +1,322 +38%
TI
83
Tidal Investments
Wisconsin
$289K -$35.8K -584 -11%
BFPW
84
BOK Financial Private Wealth
Colorado
$285K -$16.3K -265 -5%
NFG
85
Nations Financial Group
Iowa
$278K +$41.2K +674 +17%
RG
86
Retirement Group
California
$271K +$62.1K +1,015 +30%
LFA
87
LGT Financial Advisors
Texas
$268K +$268K +4,376 New
MWM
88
MorganRosel Wealth Management
Colorado
$259K – – –
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$256K -$968K -15,828 -79%
BFA
90
Beacon Financial Advisory
Ohio
$239K +$239K +3,911 New
AWM
91
Apollon Wealth Management
South Carolina
$232K +$232K +3,795 New
VHAM
92
Van Hulzen Asset Management
California
$222K +$2.87K +47 +1%
AFP
93
Ausdal Financial Partners
Iowa
$219K -$24.7K -403 -10%
MAA
94
Mraz Amerine & Associates
California
$217K – – –
OFG
95
Oxford Financial Group
Indiana
$217K +$217K +3,543 New
JIR
96
James Investment Research
Ohio
$217K +$13.5K +221 +7%
BIP
97
Blueprint Investment Partners
North Carolina
$215K – – –
IWM
98
IHT Wealth Management
Illinois
$214K +$550 +9 +0.3%
PCM
99
Parsons Capital Management
Rhode Island
$208K -$13.5K -220 -6%
PA
100
Parallel Advisors
California
$202K +$87.2K +1,426 +76%
2 3
4
5 6