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Cambria Shareholder Yield ETF

162 hedge funds and large institutions have $628M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

100% less call options, than puts

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

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1K
Net Calls
Net Calls Change

Top Sellers

1 -$15.8M
2 -$15.4M
3 -$7.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.73M
5
RH
RFG Holdings
Texas
-$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
101
Genesis Wealth Advisors
Massachusetts
$395K
WA
102
Waverly Advisors
Alabama
$387K
VHAM
103
Van Hulzen Asset Management
California
$372K
Corient Private Wealth
104
Corient Private Wealth
Florida
$359K
CAL
105
Capital Advisors Ltd
Ohio
$348K
BFA
106
Beacon Financial Advisory
Ohio
$340K
Baird Financial Group
107
Baird Financial Group
Wisconsin
$320K
NFG
108
Nations Financial Group
Iowa
$315K
FFS
109
Founders Financial Securities
Maryland
$305K
PWA
110
Physician Wealth Advisors
Utah
$304K
SG
111
StoneX Group
New York
$301K
AWM
112
Avior Wealth Management
Nebraska
$300K
AFP
113
Ausdal Financial Partners
Iowa
$295K
CIAS
114
CFS Investment Advisory Services
New Jersey
$287K
PSCM
115
Per Stirling Capital Management
Texas
$285K
CW
116
CreativeOne Wealth
Kansas
$277K
BIM
117
Baldwin Investment Management
Pennsylvania
$274K
TWM
118
TCFG Wealth Management
California
$264K
SWP
119
Sagespring Wealth Partners
Tennessee
$263K
MC
120
Moors & Cabot
Massachusetts
$262K
HF
121
HRT Financial
New York
$239K
TCWM
122
Total Clarity Wealth Management
Illinois
$236K
HSWM
123
Hubbell Strickland Wealth Management
Louisiana
$235K
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$234K
MCA
125
MSH Capital Advisors
Arizona
$220K