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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.1M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
4
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
5
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$15.6M
2
NA
2
NewEdge Advisors
Louisiana
$80.5K
3
GIA
3
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
4
Integrated Advisors Network
Texas
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
101
Sentinel Pension Advisors
Massachusetts
$591K +$171K +2,357 +41%
CW
102
CreativeOne Wealth
Kansas
$585K +$585K +8,083 New
NFG
103
Nations Financial Group
Iowa
$580K +$95.6K +1,321 +20%
ZF
104
Zega Financial
Florida
$573K +$573K +7,918 New
FFS
105
Founders Financial Securities
Maryland
$570K +$33.2K +459 +6%
BPA
106
Beacon Pointe Advisors
California
$530K +$23.8K +329 +5%
9WM
107
9258 Wealth Management
Ohio
$478K – – –
WMP
108
Wealth Management Partners
Arizona
$473K -$1.01K -14 -0.2%
P
109
&Partners
Tennessee
$466K +$466K +6,444 New
BIM
110
Baldwin Investment Management
Pennsylvania
$457K +$242K +3,349 +113%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$447K +$83.2K +1,150 +23%
SHJ
112
Sharkey, Howes & Javer
Colorado
$439K -$68.3K -944 -13%
OWP
113
Obermeyer Wealth Partners
Colorado
$434K – – –
HI
114
Harbour Investments
Wisconsin
$421K – – –
MC
115
Moors & Cabot
Massachusetts
$413K +$796 +11 +0.2%
PFP
116
Pinnacle Financial Partners
Tennessee
$412K +$412K +5,696 New
BFA
117
Beacon Financial Advisory
Ohio
$412K -$57.9K -800 -12%
HWM
118
HRC Wealth Management
Idaho
$397K +$3.62K +50 +0.9%
GGV
119
GG Group Ventures
Florida
$387K -$146K -1,989 -27%
CAL
120
Capital Advisors Ltd
Ohio
$377K +$72 +1 +0%
FNBSF
121
First National Bank Sioux Falls
South Dakota
$365K +$365K +5,042 New
AWM
122
Avior Wealth Management
Nebraska
$365K -$1M -13,882 -73%
DT
123
Diversified Trust
Tennessee
$362K – – –
CIAS
124
CFS Investment Advisory Services
New Jersey
$358K – – –
PWA
125
Physician Wealth Advisors
Utah
$353K -$40.1K -553 -10%
3 4
5
6 7