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Cambria Shareholder Yield ETF

160 hedge funds and large institutions have $596M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$16M
2 -$9.85M
3 -$7.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.61M
5
UBS Group
UBS Group
Switzerland
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$824K
AWM
77
Apollon Wealth Management
South Carolina
$747K
AQR Capital Management
78
AQR Capital Management
Connecticut
$732K
Two Sigma Investments
79
Two Sigma Investments
New York
$721K
Betterment LLC
80
Betterment LLC
New York
$683K
SA
81
Sanctuary Advisors
Indiana
$657K
RAS
82
RPS Advisory Solutions
Kentucky
$611K
CIA
83
Compass Ion Advisors
Pennsylvania
$610K
MCC
84
Money Concepts Capital
Florida
$609K
DWT
85
Dorsey & Whitney Trust
South Dakota
$592K
CBT
86
CoreFirst Bank & Trust
Kansas
$573K
WMP
87
Wealth Management Partners
Arizona
$532K
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$479K
CWM
89
Comprehensive Wealth Management
Washington
$469K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$466K
ZI
91
ZEGA Investments
Florida
$460K
AWP
92
Astra Wealth Partners
New Jersey
$458K
TFS
93
Thoroughbred Financial Services
Tennessee
$455K
OWP
94
Obermeyer Wealth Partners
Colorado
$437K
WA
95
Waverly Advisors
Alabama
$428K
VHAM
96
Van Hulzen Asset Management
California
$422K
FNBSF
97
First National Bank Sioux Falls
South Dakota
$418K
GWA
98
Genesis Wealth Advisors
Massachusetts
$417K
KAS
99
Kestra Advisory Services
Texas
$404K
SPA
100
Sentinel Pension Advisors
Massachusetts
$394K