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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

182 hedge funds and large institutions have $785M invested in Cambria Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
29
Increased
88
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$19.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.1M
3
VP
3
Verum Partners
North Carolina
$9.46M
4
LPL Financial
4
LPL Financial
California
$50.5M
5
RJA
5
Raymond James & Associates
Florida
$45.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
4WM
2
49 Wealth Management
Texas
$923K
3
AWM
3
Avior Wealth Management
Nebraska
$1.29M
4
IAN
4
Integrated Advisors Network
Texas
$4.95M
5
AWM
5
Ameliora Wealth Management
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
101
Wealth Management Partners
Arizona
$448K +$27.4K +401 +7%
BFA
102
Beacon Financial Advisory
Ohio
$443K +$156K +2,289 +54%
IAIM
103
International Assets Investment Management
Florida
$430K +$234K +3,430 +120%
AWM
104
AE Wealth Management
Kansas
$430K +$191K +2,801 +80%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$429K +$429K +6,289 New
OWP
106
Obermeyer Wealth Partners
Colorado
$409K +$409K +5,992 New
HI
107
Harbour Investments
Wisconsin
$397K +$68 +1 +0%
SPA
108
Sentinel Pension Advisors
Massachusetts
$397K +$183K +2,677 +85%
PWA
109
Physician Wealth Advisors
Utah
$391K -$648 -9 -0.2%
MC
110
Moors & Cabot
Massachusetts
$388K -$119K -1,749 -24%
Citadel Advisors
111
Citadel Advisors
Florida
$384K +$384K +5,631 New
HWM
112
HRC Wealth Management
Idaho
$371K +$31.3K +458 +9%
CAL
113
Capital Advisors Ltd
Ohio
$355K +$136 +2 +0%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$348K +$348K +5,039 New
DT
115
Diversified Trust
Tennessee
$341K – – –
CIAS
116
CFS Investment Advisory Services
New Jersey
$338K +$338K +4,945 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$336K -$19.6K -293 -6%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$333K +$333K +4,883 New
AA
119
Ancora Advisors
Ohio
$331K +$290K +4,253 +709%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$327K +$188K +2,757 +136%
AWS
121
Atria Wealth Solutions
New York
$320K +$116K +1,702 +57%
TI
122
Tidal Investments
Wisconsin
$314K +$3.62K +53 +1%
MFG
123
Merit Financial Group
Georgia
$313K -$751 -11 -0.2%
DAS
124
Diversify Advisory Services
Utah
$309K -$293K -4,378 -49%
BFPW
125
BOK Financial Private Wealth
Colorado
$305K – – –
3 4
5
6 7