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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

132 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
18
Increased
63
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

1
CIM
1
Cambria Investment Management
California
$22.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$6.36M
3
RH
3
RFG Holdings
Texas
$15.8M
4
OCG
4
Opus Capital Group
Ohio
$11.9M
5
FA
5
Fermata Advisors
California
$6.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.9M
3
AI
3
Atria Investments
North Carolina
$0
4
RJA
4
Raymond James & Associates
Florida
$34.2M
5
SL
5
Savior LLC
Massachusetts
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
101
Van Hulzen Asset Management
California
$242K +$16.6K +267 +7%
AFP
102
Ausdal Financial Partners
Iowa
$240K +$18.9K +306 +9%
JIR
103
James Investment Research
Ohio
$232K +$12.9K +208 +6%
RJT
104
Raymond James Trust
Florida
$222K -$72.3K -1,168 -25%
MAA
105
Mraz Amerine & Associates
California
$219K – – –
BIP
106
Blueprint Investment Partners
North Carolina
$218K – – –
PAS
107
Park Avenue Securities
New York
$217K +$217K +3,514 New
AGP
108
Autumn Glory Partners
Texas
$215K +$215K +3,469 New
PCM
109
Parsons Capital Management
Rhode Island
$214K +$3.34K +54 +2%
SPC
110
Sigma Planning Corp
Michigan
$208K -$369K -5,963 -64%
FFS
111
Founders Financial Securities
Maryland
$206K +$206K +3,331 New
Comerica Bank
112
Comerica Bank
Texas
$182K +$182K +2,948 New
LFA
113
LGT Financial Advisors
Texas
$140K -$131K -2,110 -48%
SL
114
Savior LLC
Massachusetts
$112K -$669K -10,819 -86%
TWD
115
True Wealth Design
Ohio
$107K – – –
AA
116
Ancora Advisors
Ohio
$37.1K – – –
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K – – –
FIA
118
FNY Investment Advisers
New York
$30K – – –
AF
119
Advisornet Financial
Minnesota
$20.4K – – –
LC
120
Lindbrook Capital
California
$19.5K +$124 +2 +0.6%
AWM
121
AllSquare Wealth Management
New York
$18.6K – – –
US Bancorp
122
US Bancorp
Minnesota
$18.6K – – –
PTC
123
Private Trust Company
Ohio
$12.6K – – –
JFG
124
JDM Financial Group
Texas
$10K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$9.01K +$7.77K +125 +625%
2 3 4
5
6