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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$908K +$7.97K +128 +1%
MF
77
Meridian Financial
Massachusetts
$887K -$3.86K -62 -0.5%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$800K -$147K -2,365 -16%
Betterment LLC
79
Betterment LLC
New York
$783K -$903K -14,498 -55%
SA
80
Sanctuary Advisors
Indiana
$768K -$743K -11,935 -50%
AWM
81
Apollon Wealth Management
South Carolina
$765K -$758K -12,173 -51%
TA
82
TFG Advisers
Michigan
$756K -$31.3K -503 -4%
AQR Capital Management
83
AQR Capital Management
Connecticut
$693K +$225K +3,615 +51%
BPA
84
Beacon Pointe Advisors
California
$671K +$102K +1,640 +19%
CIA
85
Compass Ion Advisors
Pennsylvania
$642K -$417K -6,697 -40%
MCC
86
Money Concepts Capital
Florida
$592K +$29.7K +477 +6%
RAS
87
RPS Advisory Solutions
Kentucky
$581K +$557K +8,936 New
OC
88
OxenFree Capital
Florida
$568K +$2.62K +42 +0.5%
DWT
89
Dorsey & Whitney Trust
South Dakota
$561K
TFS
90
Thoroughbred Financial Services
Tennessee
$550K -$2.38M -38,257 -82%
CL
91
COWA LLC
Oklahoma
$542K -$5.73K -92 -1%
FNBSF
92
First National Bank Sioux Falls
South Dakota
$537K +$15.2K +244 +3%
KAS
93
Kestra Advisory Services
Texas
$536K +$116K +1,859 +29%
SPA
94
Sentinel Pension Advisors
Massachusetts
$535K +$6.91K +111 +1%
ZI
95
ZEGA Investments
Florida
$531K +$111K +1,782 +28%
WMP
96
Wealth Management Partners
Arizona
$531K -$31.5K -506 -6%
HIIFS
97
Harel Insurance Investments & Financial Services
Israel
$455K +$293K +4,700 +204%
CWM
98
Comprehensive Wealth Management
Washington
$452K -$353K -5,674 -45%
AWP
99
Astra Wealth Partners
New Jersey
$443K -$245K -3,934 -37%
P
100
&Partners
Tennessee
$424K -$36.6K -587 -8%

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.