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Cambria Shareholder Yield ETF

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22%62.95% (-3.3%)

7% less funds holding

Funds holding: 187173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Aspect Partners
Virginia
$1.02M -$152K -2,237 -12%
SEP
77
Southland Equity Partners
Missouri
$1.02M +$74.3K +1,097 +7%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$982K +$65.9K +973 +7%
SCA
79
Snowden Capital Advisors
New York
$974K +$31.8K +470 +3%
Goldman Sachs
80
Goldman Sachs
New York
$972K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$935K -$4.34M -64,151 -81%
RA
82
RFG Advisory
Alabama
$928K -$5.28K -78 -0.5%
MWM
83
Meridian Wealth Management
Kentucky
$920K -$60.1K -887 -6%
MF
84
Meridian Financial
Massachusetts
$874K +$3.45K +51 +0.4%
CWM
85
Comprehensive Wealth Management
Washington
$805K +$162K +2,388 +23%
MA
86
Mutual Advisors
Nebraska
$804K -$2.03K -30 -0.2%
BAM
87
Belpointe Asset Management
Nevada
$802K -$60.2K -889 -7%
TA
88
TFG Advisers
Michigan
$775K -$2.17K -32 -0.3%
AFP
89
Ausdal Financial Partners
Iowa
$687K -$239K -3,532 -25%
AWP
90
Astra Wealth Partners
New Jersey
$685K -$11K -162 -1%
AWM
91
Ameliora Wealth Management
Switzerland
$557K
BPA
92
Beacon Pointe Advisors
California
$553K +$77.8K +1,149 +15%
MCC
93
Money Concepts Capital
Florida
$550K -$88.2K -1,303 -13%
DWT
94
Dorsey & Whitney Trust
South Dakota
$550K
WMP
95
Wealth Management Partners
Arizona
$541K +$6.23K +92 +1%
CL
96
COWA LLC
Oklahoma
$538K +$179K +2,639 +46%
SPA
97
Sentinel Pension Advisors
Massachusetts
$518K +$4.33K +64 +0.8%
FNBSF
98
First National Bank Sioux Falls
South Dakota
$511K +$57.4K +847 +12%
OC
99
OxenFree Capital
Florida
$498K +$42.8K +632 +8%
CW
100
CreativeOne Wealth
Kansas
$477K -$221K -3,263 -30%

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.