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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $728M invested in Cambria Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+30
Holders Change %
+22.73%
% of All Funds
2.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
38
Increased
74
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
SAF
2
Smith Anglin Financial
Texas
$58M
3
CIM
3
Cambria Investment Management
California
$33.5M
4
UBS Group
4
UBS Group
Switzerland
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.52M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$5.64M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$50.4M
3
LPL Financial
3
LPL Financial
California
$27.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.4M
5
RH
5
RFG Holdings
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$378K +$135K +2,000 +56%
Wells Fargo
102
Wells Fargo
California
$361K -$19.7K -292 -5%
PWA
103
Physician Wealth Advisors
Utah
$360K +$67K +996 +23%
CAL
104
Capital Advisors Ltd
Ohio
$351K +$67 +1 +0%
BRWA
105
B. Riley Wealth Advisors
Florida
$330K -$12.3K -182 -4%
DI
106
DFPG Investments
Utah
$315K -$11.9K -177 -4%
BFPW
107
BOK Financial Private Wealth
Colorado
$313K – – –
TI
108
Tidal Investments
Wisconsin
$301K +$135 +2 +0%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$297K +$297K +4,396 New
CFD
110
Creative Financial Designs
Indiana
$297K +$297K +4,389 New
MWM
111
MorganRosel Wealth Management
Colorado
$287K – – –
FFN
112
Focus Financial Network
Minnesota
$282K +$282K +4,168 New
BFA
113
Beacon Financial Advisory
Ohio
$282K +$11.9K +176 +4%
VHAM
114
Van Hulzen Asset Management
California
$265K +$1.55K +23 +0.6%
JIR
115
James Investment Research
Ohio
$262K +$9.05K +134 +4%
AGP
116
Autumn Glory Partners
Texas
$241K +$7.73K +115 +3%
MAA
117
Mraz Amerine & Associates
California
$240K – – –
BIP
118
Blueprint Investment Partners
North Carolina
$238K – – –
PCM
119
Parsons Capital Management
Rhode Island
$237K +$4.05K +60 +2%
PAS
120
Park Avenue Securities
New York
$237K – – –
KWM
121
Kingsview Wealth Management
Oregon
$236K -$106K -1,576 -31%
MWM
122
Meridian Wealth Management
Kentucky
$232K +$232K +3,436 New
FFA
123
Florida Financial Advisors
Florida
$229K +$229K +3,384 New
SG
124
StoneX Group
New York
$227K +$227K +3,361 New
CAM
125
Creekmur Asset Management
Illinois
$221K +$221K +3,277 New
3 4
5
6 7