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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
22
Increased
82
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$11.3M
2
LPL Financial
LPL Financial
California
$58M
3
Morgan Stanley
Morgan Stanley
New York
$76M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.76M
5
Wells Fargo
Wells Fargo
California
$11.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$293M
2
IAIM
International Assets Investment Management
Florida
$381K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$22.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.97M
5
RH
RFG Holdings
Texas
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
126
Per Stirling Capital Management
Texas
$364K +$364K +5,310 New
CAL
127
Capital Advisors Ltd
Ohio
$356K +$68 +1 +0%
DT
128
Diversified Trust
Tennessee
$342K – – –
CIAS
129
CFS Investment Advisory Services
New Jersey
$339K – – –
MC
130
Moors & Cabot
Massachusetts
$337K -$53.2K -777 -14%
SG
131
StoneX Group
New York
$336K +$32.3K +471 +11%
PWA
132
Physician Wealth Advisors
Utah
$333K -$685 -10 -0.2%
AWM
133
Avior Wealth Management
Nebraska
$332K -$13.5K -197 -4%
BFPW
134
BOK Financial Private Wealth
Colorado
$304K – – –
TCWM
135
Total Clarity Wealth Management
Illinois
$300K – – –
BCI
136
Brinker Capital Investments
Pennsylvania
$291K +$291K +4,245 New
OPS
137
Orion Portfolio Solutions
Nebraska
$291K +$291K +4,245 New
AA
138
Ancora Advisors
Ohio
$279K -$32.8K -479 -11%
MWM
139
MorganRosel Wealth Management
Colorado
$278K – – –
MCA
140
MSH Capital Advisors
Arizona
$276K +$34.4K +503 +14%
VHAM
141
Van Hulzen Asset Management
California
$276K +$2.67K +39 +1%
GGV
142
GG Group Ventures
Florida
$249K -$112K -1,643 -31%
HSWM
143
Hubbell Strickland Wealth Management
Louisiana
$246K +$14.1K +206 +6%
BIP
144
Blueprint Investment Partners
North Carolina
$241K – – –
QPWM
145
Quadrant Private Wealth Management
Pennsylvania
$236K -$66.7K -974 -22%
OIA
146
OneDigital Investment Advisors
Kansas
$229K +$19.8K +289 +9%
Comerica Bank
147
Comerica Bank
Texas
$229K +$137 +2 +0.1%
CCC
148
Compass Capital Corp
Massachusetts
$227K +$227K +3,180 New
AI
149
Atria Investments
North Carolina
$226K +$4.79K +70 +2%
AWM
150
AE Wealth Management
Kansas
$226K -$13K -190 -5%
4 5
6
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