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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
101
Obermeyer Wealth Partners
Colorado
$414K
GWA
102
Genesis Wealth Advisors
Massachusetts
$395K
WA
103
Waverly Advisors
Alabama
$387K
VHAM
104
Van Hulzen Asset Management
California
$372K +$17.6K +282 +5%
Corient Private Wealth
105
Corient Private Wealth
Florida
$359K +$344K +5,524 New
CAL
106
Capital Advisors Ltd
Ohio
$348K +$8.84K +142 +3%
BFA
107
Beacon Financial Advisory
Ohio
$340K -$27.3K -438 -8%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$320K +$2.12K +34 +0.7%
NFG
109
Nations Financial Group
Iowa
$315K -$62K -996 -17%
FFS
110
Founders Financial Securities
Maryland
$305K -$124K -1,995 -30%
PWA
111
Physician Wealth Advisors
Utah
$304K -$11.6K -187 -4%
SG
112
StoneX Group
New York
$301K +$1.31K +21 +0.5%
AWM
113
Avior Wealth Management
Nebraska
$300K
AFP
114
Ausdal Financial Partners
Iowa
$295K -$388K -6,228 -58%
CIAS
115
CFS Investment Advisory Services
New Jersey
$287K +$274K +4,407 New
PSCM
116
Per Stirling Capital Management
Texas
$285K -$49.9K -801 -15%
CW
117
CreativeOne Wealth
Kansas
$277K -$201K -3,225 -43%
BIM
118
Baldwin Investment Management
Pennsylvania
$274K +$1.25K +20 +0.5%
TWM
119
TCFG Wealth Management
California
$264K +$253K +4,062 New
SWP
120
Sagespring Wealth Partners
Tennessee
$263K +$11.3K +181 +5%
MC
121
Moors & Cabot
Massachusetts
$262K -$49.8K -799 -17%
HF
122
HRT Financial
New York
$239K +$229K +3,678 New
TCWM
123
Total Clarity Wealth Management
Illinois
$236K
HSWM
124
Hubbell Strickland Wealth Management
Louisiana
$235K +$2.62K +42 +1%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$234K -$6.23K -100 -3%

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.