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Cambria Shareholder Yield ETF

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22%62.95% (-3.3%)

7% less funds holding

Funds holding: 187173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
&Partners
Tennessee
$452K +$15.6K +231 +3%
AQR Capital Management
102
AQR Capital Management
Connecticut
$450K
ZI
103
ZEGA Investments
Florida
$408K +$43.3K +639 +11%
KAS
104
Kestra Advisory Services
Texas
$407K -$267K -3,940 -38%
OWP
105
Obermeyer Wealth Partners
Colorado
$406K -$71.3K -1,053 -14%
FFS
106
Founders Financial Securities
Maryland
$404K -$89.1K -1,315 -16%
GIA
107
Gladstone Institutional Advisory
Florida
$395K -$1.29M -18,978 -75%
GWA
108
Genesis Wealth Advisors
Massachusetts
$388K
WA
109
Waverly Advisors
Alabama
$380K -$4.74K -70 -1%
SHJ
110
Sharkey, Howes & Javer
Colorado
$377K +$2.37K +35 +0.6%
NFG
111
Nations Financial Group
Iowa
$373K -$47.6K -703 -11%
HI
112
Harbour Investments
Wisconsin
$373K -$5.82K -86 -1%
BFA
113
Beacon Financial Advisory
Ohio
$362K -$3.12K -46 -0.8%
FTUS
114
Flow Traders U.S.
New York
$353K +$375K +5,538 New
4WM
115
49 Wealth Management
Texas
$351K -$219K -3,233 -37%
VHAM
116
Van Hulzen Asset Management
California
$347K +$95.4K +1,409 +35%
TSS
117
Two Sigma Securities
New York
$343K +$364K +5,374 New
CAL
118
Capital Advisors Ltd
Ohio
$332K +$135 +2 +0%
PSCM
119
Per Stirling Capital Management
Texas
$330K -$8.8K -130 -2%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$323K +$343K +5,058 New
DT
121
Diversified Trust
Tennessee
$319K
Baird Financial Group
122
Baird Financial Group
Wisconsin
$312K -$2.35M -34,667 -88%
PWA
123
Physician Wealth Advisors
Utah
$310K -$68 -1 -0%
MC
124
Moors & Cabot
Massachusetts
$308K -$6.37K -94 -2%
IAIM
125
International Assets Investment Management
Florida
$299K -$60.9K -899 -16%

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.