Cambria Shareholder Yield ETF
SYLD
133 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
113% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 30
11% more funds holding
Funds holding: 120 → 133 (+13)
11% more capital invested
Capital invested by funds: $489M → $540M (+$51.5M)
0.87% more ownership
Funds ownership: 64.45% → 65.32% (+0.87%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$11.4M |
| 2 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$6.44M |
| 3 |
RH
RFG Holdings
Argyle,
Texas
|
+$3.91M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$3.5M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.32M |
| 2 |
Morgan Stanley
New York
|
-$1.95M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.55M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.16M |
| 5 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$678K |
SYLD Hedge Fund Activity: Q3 2023 in Review
133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2023, worth a combined $540M — up 11% from $489M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SYLD positions and 5 closed out — a net gain of 13 holders — while 64 added to existing stakes and 30 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.32M.
- 133 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2023, up from 120 in Q2 2023.
- Funds reported $540M of Cambria Shareholder Yield ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 18 funds opened new Cambria Shareholder Yield ETF positions in Q3 2023 and 5 closed out, a net change of +13 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q3 2023 was Cambria Investment Management, an estimated $11.4M added.
- The largest Cambria Shareholder Yield ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2023.