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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
Morgan Stanley
New York
$75.1M
3
HCA
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
Cambria Investment Management
California
$15.6M
2
NA
NewEdge Advisors
Louisiana
$80.5K
3
GIA
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
Integrated Advisors Network
Texas
$0
5
PSCM
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
COWA LLC
Oklahoma
$333K +$14.5K +200 +5%
AWS
127
Atria Wealth Solutions
New York
$333K -$6.88K -95 -2%
AA
128
Ancora Advisors
Ohio
$330K -$21.3K -294 -6%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$326K -$27.9K -385 -8%
BFPW
130
BOK Financial Private Wealth
Colorado
$321K – – –
SG
131
StoneX Group
New York
$321K +$7.82K +108 +2%
QPWM
132
Quadrant Private Wealth Management
Pennsylvania
$320K +$86K +1,188 +37%
TCWM
133
Total Clarity Wealth Management
Illinois
$317K +$39.8K +550 +14%
MWM
134
MorganRosel Wealth Management
Colorado
$294K -$13.1K -181 -4%
VHAM
135
Van Hulzen Asset Management
California
$289K +$4.13K +57 +1%
MFG
136
Merit Financial Group
Georgia
$278K -$53.6K -740 -16%
HF
137
HRT Financial
New York
$267K +$267K +3,699 New
MAA
138
Mraz Amerine & Associates
California
$257K – – –
MCA
139
MSH Capital Advisors
Arizona
$255K +$255K +3,530 New
BIP
140
Blueprint Investment Partners
North Carolina
$255K – – –
ASN
141
Advisory Services Network
Georgia
$254K – – –
PAS
142
Park Avenue Securities
New York
$254K – – –
AWM
143
AE Wealth Management
Kansas
$252K -$203K -2,808 -45%
HSWM
144
Hubbell Strickland Wealth Management
Louisiana
$246K +$2.97K +41 +1%
Comerica Bank
145
Comerica Bank
Texas
$241K +$2.17K +30 +0.9%
AI
146
Atria Investments
North Carolina
$234K -$50.3K -695 -18%
AGP
147
Autumn Glory Partners
Texas
$233K -$36.7K -500 -14%
WS
148
Wedbush Securities
California
$232K +$232K +3,206 New
JPLA
149
Joseph P. Lucia & Associates
New York
$225K -$1.81K -25 -0.8%
OIA
150
OneDigital Investment Advisors
Kansas
$221K – – –
4 5
6
7 8