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Cambria Shareholder Yield ETF

160 hedge funds and large institutions have $596M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.64% more ownership

Funds ownership: 61.78%64.42% (+2.6%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less capital invested

Capital invested by funds: $604M → $596M (-$7.91M)

2% less funds holding

Funds holding: 163160 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
50
Reduced
64
Closed
18
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$379K
CAL
102
Capital Advisors Ltd
Ohio
$367K
CI
103
CX Institutional
Indiana
$365K +$360K +5,311 New
Baird Financial Group
104
Baird Financial Group
Wisconsin
$341K +$2.71K +40 +0.8%
P
105
&Partners
Tennessee
$335K -$84K -1,240 -19%
AWM
106
Avior Wealth Management
Nebraska
$331K +$13.2K +195 +4%
PWA
107
Physician Wealth Advisors
Utah
$319K -$1.9K -28 -0.6%
CIAS
108
CFS Investment Advisory Services
New Jersey
$307K +$5.01K +74 +2%
CW
109
CreativeOne Wealth
Kansas
$300K +$7.86K +116 +3%
DC
110
Davenport & Co
Virginia
$291K +$287K +4,238 New
BIM
111
Baldwin Investment Management
Pennsylvania
$287K -$2.3K -34 -0.8%
BFA
112
Beacon Financial Advisory
Ohio
$287K -$71.4K -1,054 -20%
TWM
113
TCFG Wealth Management
California
$284K +$4K +59 +1%
SWP
114
Sagespring Wealth Partners
Tennessee
$279K +$1.42K +21 +0.5%
MC
115
Moors & Cabot
Massachusetts
$274K -$2.37K -35 -0.9%
SG
116
StoneX Group
New York
$261K -$56.5K -835 -18%
SWA
117
Sax Wealth Advisors
New Jersey
$258K +$255K +3,764 New
HSWM
118
Hubbell Strickland Wealth Management
Louisiana
$238K -$10.3K -152 -4%
MCA
119
MSH Capital Advisors
Arizona
$233K +$135 +2 +0.1%
NFG
120
Nations Financial Group
Iowa
$232K -$99.2K -1,465 -30%
AA
121
Ancora Advisors
Ohio
$227K +$68 +1 +0%
William Blair & Company
122
William Blair & Company
Illinois
$218K +$215K +3,172 New
WS
123
Wedbush Securities
California
$215K +$212K +3,134 New
JPLA
124
Joseph P. Lucia & Associates
New York
$205K +$202K +2,985 New
OAS
125
Optivise Advisory Services
Tennessee
$202K +$200K +2,948 New