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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

132 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
18
Increased
63
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

1
CIM
1
Cambria Investment Management
California
$22.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$6.36M
3
RH
3
RFG Holdings
Texas
$15.8M
4
OCG
4
Opus Capital Group
Ohio
$11.9M
5
FA
5
Fermata Advisors
California
$6.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.9M
3
AI
3
Atria Investments
North Carolina
$0
4
RJA
4
Raymond James & Associates
Florida
$34.2M
5
SL
5
Savior LLC
Massachusetts
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
76
Southland Equity Partners
Missouri
$544K +$58.4K +944 +12%
MCC
77
Money Concepts Capital
Florida
$544K -$2.91K -47 -0.5%
9WM
78
9258 Wealth Management
Ohio
$508K – – –
CWM
79
Comprehensive Wealth Management
Washington
$471K +$11.9K +193 +3%
SMC
80
Smith, Moore & Co
Missouri
$454K -$285K -4,600 -39%
Two Sigma Investments
81
Two Sigma Investments
New York
$445K +$445K +7,200 New
WMP
82
Wealth Management Partners
Arizona
$431K +$111K +1,800 +35%
Jane Street
83
Jane Street
New York
$393K +$393K +6,352 New
AWM
84
Apollon Wealth Management
South Carolina
$373K +$139K +2,242 +59%
ASN
85
Advisory Services Network
Georgia
$365K -$105K -1,695 -22%
Wells Fargo
86
Wells Fargo
California
$348K -$482K -7,794 -58%
NFG
87
Nations Financial Group
Iowa
$347K +$65.6K +1,061 +23%
IGWM
88
ICA Group Wealth Management
Colorado
$345K +$184K +2,973 +114%
AWM
89
AE Wealth Management
Kansas
$329K -$61.9K -1,000 -16%
CAL
90
Capital Advisors Ltd
Ohio
$322K +$7.49K +121 +2%
SCA
91
Snowden Capital Advisors
New York
$320K +$320K +5,173 New
BRWA
92
B. Riley Wealth Advisors
Florida
$315K +$315K +5,067 New
KWM
93
Kingsview Wealth Management
Oregon
$314K +$314K +5,075 New
PA
94
Parallel Advisors
California
$289K +$85.4K +1,380 +42%
BFPW
95
BOK Financial Private Wealth
Colorado
$288K – – –
DI
96
DFPG Investments
Utah
$288K -$292K -4,928 -50%
TI
97
Tidal Investments
Wisconsin
$275K -$16.8K -271 -6%
PWA
98
Physician Wealth Advisors
Utah
$266K +$266K +4,358 New
MWM
99
MorganRosel Wealth Management
Colorado
$262K – – –
BFA
100
Beacon Financial Advisory
Ohio
$247K +$4.95K +80 +2%
2 3
4
5 6