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Cambria Shareholder Yield ETF

187 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

32% more capital invested

Capital invested by funds: $835M → $1.1B (+$267M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more funds holding

Funds holding: 187187 (0)

4.03% less ownership

Funds ownership: 70.25%66.22% (-4%)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
23
Increased
82
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$1.3M -$195K -2,700 -12%
AP
77
Aspect Partners
Virginia
$1.25M -$22.9K -317 -2%
EH
78
Equitable Holdings
New York
$1.2M -$134K -1,853 -10%
UAG
79
United Advisor Group
Ohio
$1.17M +$640K +8,861 +108%
EAM
80
Evanson Asset Management
California
$1.13M
MWM
81
Meridian Wealth Management
Kentucky
$1.05M +$102K +1,411 +10%
Goldman Sachs
82
Goldman Sachs
New York
$1.04M
SEP
83
Southland Equity Partners
Missouri
$1.02M +$72.9K +1,010 +7%
SCA
84
Snowden Capital Advisors
New York
$1.01M +$20.6K +285 +2%
RA
85
RFG Advisory
Alabama
$1M -$200K -2,775 -16%
SWRP
86
Summit Wealth & Retirement Planning
California
$1,000K +$245K +3,394 +30%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$987K -$2.33M -32,245 -69%
AFP
88
Ausdal Financial Partners
Iowa
$979K -$160K -2,211 -13%
BAM
89
Belpointe Asset Management
Nevada
$966K -$77K -1,067 -7%
MA
90
Mutual Advisors
Nebraska
$943K -$124K -1,720 -11%
MF
91
Meridian Financial
Massachusetts
$934K -$49.1K -680 -5%
TA
92
TFG Advisers
Michigan
$833K +$7.15K +99 +0.8%
AWP
93
Astra Wealth Partners
New Jersey
$747K +$787K +10,906 New
CW
94
CreativeOne Wealth
Kansas
$736K +$192K +2,659 +33%
WIA
95
World Investment Advisors
California
$716K +$81.2K +1,124 +12%
KAS
96
Kestra Advisory Services
Texas
$707K -$1.71M -23,725 -70%
CWM
97
Comprehensive Wealth Management
Washington
$700K +$52.9K +733 +8%
MCC
98
Money Concepts Capital
Florida
$680K -$27.3K -378 -4%
SMC
99
Smith, Moore & Co
Missouri
$659K +$73.5K +1,018 +12%
4WM
100
49 Wealth Management
Texas
$598K -$203K -2,818 -24%

SYLD Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $1.1B — up 32% from $835M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SYLD positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was International Assets Investment Management, cutting an estimated $31.7M.

  • 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.1B of Cambria Shareholder Yield ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +5 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $7.56M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.