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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

127 hedge funds and large institutions have $448M invested in Cambria Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
57
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.6M
2
MF
2
Manchester Financial
California
$19.4M
3
RWP
3
Revolve Wealth Partners
New Jersey
$8.45M
4
LPL Financial
4
LPL Financial
California
$29.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.4M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$10.7M
2
IAN
2
Integrated Advisors Network
Texas
$2.58M
3
FA
3
Fermata Advisors
California
$958K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$254K
5
SAF
5
Smith Anglin Financial
Texas
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
101
James Investment Research
Ohio
$195K +$98.1K +1,670 +101%
OIA
102
Optimum Investment Advisors
Illinois
$112K -$5.87K -100 -5%
PA
103
Parallel Advisors
California
$110K +$34K +579 +45%
TWD
104
True Wealth Design
Ohio
$101K – – –
IGWM
105
ICA Group Wealth Management
Colorado
$80.9K +$44.7K +761 +123%
AAS
106
Ameritas Advisory Services
Nebraska
$50.1K +$50.1K +851 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$38.5K +$13.9K +236,268 +56%
AA
108
Ancora Advisors
Ohio
$35.2K – – –
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32K -$2.11K -36 -6%
FIA
110
FNY Investment Advisers
New York
$29K – – –
AF
111
Advisornet Financial
Minnesota
$19.4K – – –
LC
112
Lindbrook Capital
California
$18.2K – – –
US Bancorp
113
US Bancorp
Minnesota
$17.6K – – –
AWM
114
AllSquare Wealth Management
New York
$17.6K – – –
NA
115
NewEdge Advisors
Louisiana
$13.1K – – –
PTC
116
Private Trust Company
Ohio
$12K – – –
CP
117
Castleview Partners
Texas
$11.3K +$59 +1 +0.5%
CIA
118
Cape Investment Advisory
Georgia
$11.2K +$11.2K +190 New
SS
119
Sunbelt Securities
Texas
$11K +$11K +190 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$8.81K -$14.7K -250 -63%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$8.81K – – –
JFG
122
JDM Financial Group
Texas
$8.34K +$8.34K +142 New
IA
123
IFP Advisors
Florida
$6.04K -$2.48K -62 -29%
First Manhattan
124
First Manhattan
New York
$5.58K – – –
QCG
125
Quadrant Capital Group
Ohio
$3.76K – – –
2 3 4
5
6