SYLD icon

Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

119 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
8
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$9.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.58M
3
OCG
Opus Capital Group
Ohio
+$8.34M
4
IAN
Integrated Advisors Network
Texas
+$7.23M
5
RWP
Revolve Wealth Partners
New Jersey
+$5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.2M
2
SL
Savior LLC
Massachusetts
-$10.3M
3
LPL Financial
LPL Financial
California
-$4.84M
4
SAF
Smith Anglin Financial
Texas
-$4.15M
5
UBS Group
UBS Group
Switzerland
-$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$159K +$75.1K +1,227 +89%
TWD
102
True Wealth Design
Ohio
$106K – – –
AA
103
Ancora Advisors
Ohio
$36.7K – – –
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K -$1.95K -32 -6%
FIA
105
FNY Investment Advisers
New York
$30K – – –
AF
106
Advisornet Financial
Minnesota
$20.2K – – –
LC
107
Lindbrook Capital
California
$19.2K +$184 +3 +1%
US Bancorp
108
US Bancorp
Minnesota
$18.4K – – –
AWM
109
AllSquare Wealth Management
New York
$16.8K – – –
PTC
110
Private Trust Company
Ohio
$12.5K – – –
CP
111
Castleview Partners
Texas
$11.9K +$123 +2 +1%
SS
112
Sunbelt Securities
Texas
$11.6K – – –
JFG
113
JDM Financial Group
Texas
$9.91K +$1.22K +20 +14%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$9.18K – – –
QCG
115
Quadrant Capital Group
Ohio
$3.92K – – –
CAS
116
Coppell Advisory Solutions
Texas
$3.65K +$3.65K +60 New
CFGS
117
Concourse Financial Group Securities
Alabama
$1.23K – – –
SIC
118
Salem Investment Counselors
North Carolina
$615 – – –
OIA
119
Optimum Investment Advisors
Illinois
$367 -$116K -1,900 -100%
HNB
120
Huntington National Bank
Ohio
$61 -$59 – –
OFS
121
OneAscent Financial Services
Alabama
– -$1.47M -24,974 Closed
CA
122
Cambridge Advisors
Nebraska
– -$790K -13,450 Closed
BAM
123
Belpointe Asset Management
Nevada
– -$747K -12,727 Closed
ZIMP
124
Zimmermann Investment Management & Planning
Pennsylvania
– -$662K -11,276 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
– -$547K -9,313 Closed
2 3 4
5
6