Cambria Shareholder Yield ETF
SYLD
120 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 40
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
9% more capital invested
Capital invested by funds: $448M → $489M (+$40.9M)
0.76% less ownership
Funds ownership: 65.21% → 64.45% (-0.76%)
6% less funds holding
Funds holding: 128 → 120 (-8)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.27M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.13M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$7.89M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$6.85M |
| 5 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23.8M |
| 2 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$9.79M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.58M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$3.93M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
126
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$547K | -9,313 | Closed |
|
|
OPS
127
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$547K | -9,313 | Closed |
|
|
FHA
128
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$277K | -4,715 | Closed |
|
129
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$254K | -4,328 | Closed |
|
|
JCM
130
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$220K | -3,748 | Closed |
|
|
SFG
131
Socha Financial Group
Corning,
New York
| – | -$205K | -3,497 | Closed |
|
|
AAS
132
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$50.1K | -851 | Closed |
|
|
CIA
133
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$11.2K | -190 | Closed |
|
|
IA
134
IFP Advisors
Tampa,
Florida
| – | -$6.04K | -151 | Closed |
|
135
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8.8K | -150 | Closed |
|
136
First Manhattan
New York
| – | -$5.58K | -95 | Closed |
|
SYLD Hedge Fund Activity: Q2 2023 in Review
120 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2023, worth a combined $489M — up 9.1% from $448M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of SYLD and 8 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 49 added.
The largest buyer was NewEdge Advisors, adding an estimated $9.27M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.8M.
- 120 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2023, down from 128 in Q1 2023.
- Funds reported $489M of Cambria Shareholder Yield ETF stock for Q2 2023, up 9.1% quarter-over-quarter.
- 8 funds opened new Cambria Shareholder Yield ETF positions in Q2 2023 and 15 closed out, a net change of -7 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $9.27M added.
- The largest Cambria Shareholder Yield ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $23.8M sold.
Based on aggregated 13F filings for Q2 2023.