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Cambria Shareholder Yield ETF

187 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

32% more capital invested

Capital invested by funds: $835M → $1.1B (+$267M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more funds holding

Funds holding: 187187 (0)

4.03% less ownership

Funds ownership: 70.25%66.22% (-4%)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
23
Increased
82
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Ameliora Wealth Management
Switzerland
$597K
DWT
102
Dorsey & Whitney Trust
South Dakota
$590K
WMP
103
Wealth Management Partners
Arizona
$575K +$134K +1,850 +28%
SPA
104
Sentinel Pension Advisors
Massachusetts
$552K -$8.02K -111 -1%
OC
105
OxenFree Capital
Florida
$552K -$10.6K -147 -2%
FFS
106
Founders Financial Securities
Maryland
$548K +$9.75K +135 +2%
BPA
107
Beacon Pointe Advisors
California
$515K +$14.5K +201 +3%
AWS
108
Atria Wealth Solutions
New York
$514K +$210K +2,911 +63%
OWP
109
Obermeyer Wealth Partners
Colorado
$508K +$103K +1,424 +24%
ACP
110
Aveo Capital Partners
Colorado
$499K -$507K -7,022 -49%
FNBSF
111
First National Bank Sioux Falls
South Dakota
$490K +$153K +2,120 +42%
AQR Capital Management
112
AQR Capital Management
Connecticut
$483K +$509K +7,047 New
P
113
&Partners
Tennessee
$472K +$31.5K +436 +7%
NFG
114
Nations Financial Group
Iowa
$448K -$106K -1,470 -18%
BIM
115
Baldwin Investment Management
Pennsylvania
$442K +$10.4K +144 +2%
GWA
116
Genesis Wealth Advisors
Massachusetts
$416K +$439K +6,078 New
WA
117
Waverly Advisors
Alabama
$413K +$435K +6,025 New
ZI
118
ZEGA Investments
Florida
$407K +$415K +5,749 New
HI
119
Harbour Investments
Wisconsin
$406K +$8.23K +114 +2%
SHJ
120
Sharkey, Howes & Javer
Colorado
$402K -$13.8K -191 -3%
CL
121
COWA LLC
Oklahoma
$397K +$86.5K +1,198 +26%
BFA
122
Beacon Financial Advisory
Ohio
$391K +$1.3K +18 +0.3%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$390K +$210K +2,912 +105%
IAIM
124
International Assets Investment Management
Florida
$381K -$31.7M -439,021 -99%
SWP
125
Sagespring Wealth Partners
Tennessee
$368K +$389K +5,381 New

SYLD Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $1.1B — up 32% from $835M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SYLD positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was International Assets Investment Management, cutting an estimated $31.7M.

  • 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.1B of Cambria Shareholder Yield ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +5 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $7.56M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.