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Cambria Shareholder Yield ETF

157 hedge funds and large institutions have $595M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
157
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
CAL
101
Capital Advisors Ltd
Ohio
$367K
CI
102
CX Institutional
Indiana
$365K
Baird Financial Group
103
Baird Financial Group
Wisconsin
$341K
P
104
&Partners
Tennessee
$335K
AWM
105
Avior Wealth Management
Nebraska
$331K
PWA
106
Physician Wealth Advisors
Utah
$319K
CIAS
107
CFS Investment Advisory Services
New Jersey
$307K
CW
108
CreativeOne Wealth
Kansas
$300K
DC
109
Davenport & Co
Virginia
$291K
BIM
110
Baldwin Investment Management
Pennsylvania
$287K
BFA
111
Beacon Financial Advisory
Ohio
$287K
TWM
112
TCFG Wealth Management
California
$284K
SWP
113
Sagespring Wealth Partners
Tennessee
$279K
MC
114
Moors & Cabot
Massachusetts
$274K
SG
115
StoneX Group
New York
$261K
SWA
116
Sax Wealth Advisors
New Jersey
$258K
HSWM
117
Hubbell Strickland Wealth Management
Louisiana
$238K
MCA
118
MSH Capital Advisors
Arizona
$233K
NFG
119
Nations Financial Group
Iowa
$232K
AA
120
Ancora Advisors
Ohio
$227K
William Blair & Company
121
William Blair & Company
Illinois
$218K
WS
122
Wedbush Securities
California
$215K
JPLA
123
Joseph P. Lucia & Associates
New York
$205K
OAS
124
Optivise Advisory Services
Tennessee
$202K
BFPW
125
BOK Financial Private Wealth
Colorado
$201K