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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

170 hedge funds and large institutions have $805M invested in Cambria Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
80
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.51M
4
Bank of America
Bank of America
North Carolina
+$5.83M
5
MA
MONECO Advisors
Connecticut
+$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$48.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.9M
4
CIM
Cambria Investment Management
California
-$4.58M
5
AWM
Avior Wealth Management
Nebraska
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
126
Autumn Glory Partners
Texas
$270K +$7.03K +96 +3%
FFA
127
Farther Finance Advisors
California
$269K +$269K +3,678 New
MAA
128
Mraz Amerine & Associates
California
$260K – – –
BIP
129
Blueprint Investment Partners
North Carolina
$258K – – –
PAS
130
Park Avenue Securities
New York
$257K – – –
AWM
131
AE Wealth Management
Kansas
$256K -$361K -4,931 -59%
KWM
132
Kingsview Wealth Management
Oregon
$241K -$15.5K -212 -6%
PA
133
Parallel Advisors
California
$231K -$223K -3,045 -49%
HSWM
134
Hubbell Strickland Wealth Management
Louisiana
$230K +$2.22K +30 +1%
JPLA
135
Joseph P. Lucia & Associates
New York
$230K -$4.76K -65 -2%
SPA
136
Sentinel Pension Advisors
Massachusetts
$230K +$230K +3,134 New
PCM
137
Parsons Capital Management
Rhode Island
$229K -$28.2K -385 -11%
OIA
138
OneDigital Investment Advisors
Kansas
$224K – – –
AWS
139
Atria Wealth Solutions
New York
$219K +$219K +2,988 New
SWRP
140
Summit Wealth & Retirement Planning
California
$219K +$219K +2,986 New
IAIM
141
International Assets Investment Management
Florida
$210K +$210K +2,866 New
BIM
142
Baldwin Investment Management
Pennsylvania
$207K +$207K +2,819 New
LFA
143
LGT Financial Advisors
Texas
$152K -$12.2K -166 -7%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$148K +$148K +2,026 New
PFBT
145
Parkside Financial Bank & Trust
Missouri
$132K +$58.6K +800 +80%
TWD
146
True Wealth Design
Ohio
$127K – – –
CAM
147
Creekmur Asset Management
Illinois
$115K -$125K -1,702 -52%
AF
148
Allworth Financial
California
$60.4K +$51.2K +699 +559%
EWM
149
Evermay Wealth Management
Virginia
$51.3K – – –
AA
150
Ancora Advisors
Ohio
$44K – – –
4 5
6
7 8