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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

170 hedge funds and large institutions have $805M invested in Cambria Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
80
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.51M
4
Bank of America
Bank of America
North Carolina
+$5.83M
5
MA
MONECO Advisors
Connecticut
+$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$48.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.9M
4
CIM
Cambria Investment Management
California
-$4.58M
5
AWM
Avior Wealth Management
Nebraska
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$520K +$110K +1,500 +27%
SHJ
102
Sharkey, Howes & Javer
Colorado
$513K -$18.5K -252 -3%
BAM
103
Belpointe Asset Management
Nevada
$508K +$283K +3,861 +126%
9WM
104
9258 Wealth Management
Ohio
$484K -$29.3K -400 -6%
WMP
105
Wealth Management Partners
Arizona
$451K -$1.47K -20 -0.3%
HI
106
Harbour Investments
Wisconsin
$426K -$586 -8 -0.1%
NFG
107
Nations Financial Group
Iowa
$403K -$16K -218 -4%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$390K +$68.1K +929 +21%
CAL
109
Capital Advisors Ltd
Ohio
$381K +$73 +1 +0%
SPC
110
Sigma Planning Corp
Michigan
$378K +$378K +5,160 New
PWA
111
Physician Wealth Advisors
Utah
$377K +$5.48K +79 +1%
DT
112
Diversified Trust
Tennessee
$366K +$366K +5,000 New
HWM
113
HRC Wealth Management
Idaho
$365K +$365K +4,976 New
TI
114
Tidal Investments
Wisconsin
$333K +$7.33K +100 +2%
BFPW
115
BOK Financial Private Wealth
Colorado
$327K -$14.8K -200 -4%
CFD
116
Creative Financial Designs
Indiana
$323K +$1.83K +25 +0.6%
MFG
117
Merit Financial Group
Georgia
$319K +$319K +4,590 New
BRWA
118
B. Riley Wealth Advisors
Florida
$315K +$11.3K +182 +4%
MWM
119
MorganRosel Wealth Management
Colorado
$311K – – –
BFA
120
Beacon Financial Advisory
Ohio
$308K +$2.78K +38 +0.9%
JIR
121
James Investment Research
Ohio
$304K +$19.1K +260 +7%
SG
122
StoneX Group
New York
$288K +$40.4K +547 +16%
VHAM
123
Van Hulzen Asset Management
California
$286K -$1.54K -21 -0.5%
TCWM
124
Total Clarity Wealth Management
Illinois
$281K +$281K +3,830 New
Comerica Bank
125
Comerica Bank
Texas
$271K +$103K +1,403 +61%
3 4
5
6 7