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Cambria Shareholder Yield ETF
SYLD

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101 → 131 (+30)

13.89% more ownership

Funds ownership: 65.74% → 79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$14.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.24M
3
IAN
Integrated Advisors Network
Texas
+$6.39M
4
LPL Financial
LPL Financial
California
+$5.61M
5
AWM
Ameliora Wealth Management
Switzerland
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.66M
2
MOS
MGO One Seven
Ohio
-$2.13M
3
AWM
Avior Wealth Management
Nebraska
-$1.78M
4
SHJ
Sharkey, Howes & Javer
Colorado
-$1.39M
5
AI
Atria Investments
North Carolina
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
126
Sound Income Strategies
Florida
$3.2K +$3.22K +54 New
BC
127
Bartlett & Co
Ohio
$3K +$2.98K +50 New
BCWM
128
Bartlett & Co Wealth Management
Ohio
$2.98K +$2.98K +50 New
CFGS
129
Concourse Financial Group Securities
Alabama
$1.19K +$1.19K +20 New
SIC
130
Salem Investment Counselors
North Carolina
$593 +$597 +10 New
HNB
131
Huntington National Bank
Ohio
$59 – – –
NA
132
NewEdge Advisors
Louisiana
$13 +$13.3K +223 New
PFA
133
Professional Financial Advisors
Nebraska
– -$15K -287 Closed
CL
134
COWA LLC
Oklahoma
– -$13K -243 Closed
PP
135
Pacifica Partners
Canada
– -$11K -200 Closed
CWM
136
Castle Wealth Management
Florida
– -$8K -151 Closed
2 3 4 5
6

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.