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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
22
Increased
82
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.3M
2
LPL Financial
2
LPL Financial
California
$58M
3
Morgan Stanley
3
Morgan Stanley
New York
$76M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.76M
5
Wells Fargo
5
Wells Fargo
California
$11.9M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$293M
2
IAIM
2
International Assets Investment Management
Florida
$381K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$22.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.97M
5
RH
5
RFG Holdings
Texas
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Ameliora Wealth Management
Switzerland
$597K – – –
DWT
102
Dorsey & Whitney Trust
South Dakota
$590K – – –
WMP
103
Wealth Management Partners
Arizona
$575K +$127K +1,850 +28%
SPA
104
Sentinel Pension Advisors
Massachusetts
$552K -$7.6K -111 -1%
OC
105
OxenFree Capital
Florida
$552K -$10.1K -147 -2%
FFS
106
Founders Financial Securities
Maryland
$548K +$9.24K +135 +2%
BPA
107
Beacon Pointe Advisors
California
$515K +$13.8K +201 +3%
AWS
108
Atria Wealth Solutions
New York
$514K +$199K +2,911 +63%
OWP
109
Obermeyer Wealth Partners
Colorado
$508K +$97.5K +1,424 +24%
ACP
110
Aveo Capital Partners
Colorado
$499K -$481K -7,022 -49%
FNBSF
111
First National Bank Sioux Falls
South Dakota
$490K +$145K +2,120 +42%
AQR Capital Management
112
AQR Capital Management
Connecticut
$483K +$483K +7,047 New
P
113
&Partners
Tennessee
$472K +$29.9K +436 +7%
NFG
114
Nations Financial Group
Iowa
$448K -$101K -1,470 -18%
BIM
115
Baldwin Investment Management
Pennsylvania
$442K +$9.86K +144 +2%
GWA
116
Genesis Wealth Advisors
Massachusetts
$416K +$416K +6,078 New
WA
117
Waverly Advisors
Alabama
$413K +$413K +6,025 New
ZI
118
ZEGA Investments
Florida
$407K +$407K +5,749 New
HI
119
Harbour Investments
Wisconsin
$406K +$7.81K +114 +2%
SHJ
120
Sharkey, Howes & Javer
Colorado
$402K -$13.1K -191 -3%
CL
121
COWA LLC
Oklahoma
$397K +$82K +1,198 +26%
BFA
122
Beacon Financial Advisory
Ohio
$391K +$1.23K +18 +0.3%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$390K +$199K +2,912 +105%
IAIM
124
International Assets Investment Management
Florida
$381K -$30M -439,021 -99%
SWP
125
Sagespring Wealth Partners
Tennessee
$368K +$368K +5,381 New
3 4
5
6 7