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Cambria Shareholder Yield ETF

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101131 (+30)

13.89% more ownership

Funds ownership: 65.74%79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
101
Van Hulzen Asset Management
California
$200K +$201K +3,375 New
OIA
102
Optimum Investment Advisors
Illinois
$119K -$6.03K -101 -5%
TWD
103
True Wealth Design
Ohio
$103K +$103K +1,729 New
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$99.3K +$100K +1,675 New
JIR
105
James Investment Research
Ohio
$98K -$13.8K -232 -12%
PA
106
Parallel Advisors
California
$76.5K +$65K +1,090 +545%
GRP
107
Global Retirement Partners
California
$60K
CA
108
CoreCap Advisors
Michigan
$38.4K +$38.6K +647 New
IGWM
109
ICA Group Wealth Management
Colorado
$36.7K +$36.9K +618 New
AA
110
Ancora Advisors
Ohio
$36K
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
AAMA
112
Advanced Asset Management Advisors
Ohio
$30.6K +$30.8K +516 New
FIA
113
FNY Investment Advisers
New York
$29K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$23.7K -$18K -301 -43%
AF
115
Advisornet Financial
Minnesota
$19.6K
LC
116
Lindbrook Capital
California
$18.4K +$18.5K +310 New
AWM
117
AllSquare Wealth Management
New York
$17.8K
US Bancorp
118
US Bancorp
Minnesota
$17.8K
PTC
119
Private Trust Company
Ohio
$12K +$12.2K +204 New
CP
120
Castleview Partners
Texas
$11.3K +$11.4K +191 New
IA
121
IFP Advisors
Florida
$9K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8.9K -$119 -2 -1%
First Manhattan
123
First Manhattan
New York
$5.63K +$5.67K +95 New
RBC
124
Romano Brothers & Co
Illinois
$5.28K +$5.31K +89 New
QCG
125
Quadrant Capital Group
Ohio
$3.8K

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.