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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.1M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
4
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
5
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$15.6M
2
NA
2
NewEdge Advisors
Louisiana
$80.5K
3
GIA
3
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
4
Integrated Advisors Network
Texas
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$1.2M +$113K +1,556 +10%
EAM
77
Evanson Asset Management
California
$1.19M – – –
Goldman Sachs
78
Goldman Sachs
New York
$1.1M – – –
MA
79
Mutual Advisors
Nebraska
$1.08M +$43.4K +610 +4%
BAM
80
Belpointe Asset Management
Nevada
$1.05M +$168K +2,324 +19%
SCA
81
Snowden Capital Advisors
New York
$1.05M +$90.5K +1,250 +9%
MF
82
Meridian Financial
Massachusetts
$1.04M +$51.5K +712 +5%
ACP
83
Aveo Capital Partners
Colorado
$1.04M -$941K -12,997 -48%
MWM
84
Meridian Wealth Management
Kentucky
$1.01M +$1.01M +13,893 New
SEP
85
Southland Equity Partners
Missouri
$1M +$171K +2,357 +21%
TA
86
TFG Advisers
Michigan
$873K +$10.6K +147 +1%
4WM
87
49 Wealth Management
Texas
$836K -$147K -2,025 -15%
SWRP
88
Summit Wealth & Retirement Planning
California
$811K +$231K +3,197 +40%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$808K +$462K +6,402 +134%
KWA
90
Kingswood Wealth Advisors
California
$794K +$794K +10,965 New
MCC
91
Money Concepts Capital
Florida
$746K +$37.9K +523 +5%
CWM
92
Comprehensive Wealth Management
Washington
$687K +$47.8K +661 +7%
WIA
93
World Investment Advisors
California
$675K +$675K +9,329 New
RJT
94
Raymond James Trust
Florida
$655K -$32.3K -446 -5%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$649K +$194K +2,676 +43%
AWM
96
Ameliora Wealth Management
Switzerland
$631K -$289K -4,000 -31%
DWT
97
Dorsey & Whitney Trust
South Dakota
$624K – – –
SMC
98
Smith, Moore & Co
Missouri
$623K +$9.7K +134 +2%
OC
99
OxenFree Capital
Florida
$594K -$579 -8 -0.1%
UAG
100
United Advisor Group
Ohio
$592K +$357K +4,934 +152%
2 3
4
5 6