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Cambria Shareholder Yield ETF

187 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

32% more capital invested

Capital invested by funds: $835M → $1.1B (+$267M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more funds holding

Funds holding: 187187 (0)

4.03% less ownership

Funds ownership: 70.25%66.22% (-4%)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
23
Increased
82
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
126
Per Stirling Capital Management
Texas
$364K +$383K +5,310 New
CAL
127
Capital Advisors Ltd
Ohio
$356K +$72 +1 +0%
DT
128
Diversified Trust
Tennessee
$342K
CIAS
129
CFS Investment Advisory Services
New Jersey
$339K
MC
130
Moors & Cabot
Massachusetts
$337K -$56.1K -777 -14%
SG
131
StoneX Group
New York
$336K +$34K +471 +11%
PWA
132
Physician Wealth Advisors
Utah
$333K -$722 -10 -0.2%
AWM
133
Avior Wealth Management
Nebraska
$332K -$14.2K -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 +$307K +4,245 New
OPS
137
Orion Portfolio Solutions
Nebraska
$291K +$307K +4,245 New
AA
138
Ancora Advisors
Ohio
$279K -$34.6K -479 -11%
MWM
139
MorganRosel Wealth Management
Colorado
$278K
MCA
140
MSH Capital Advisors
Arizona
$276K +$36.3K +503 +14%
VHAM
141
Van Hulzen Asset Management
California
$276K +$2.82K +39 +1%
GGV
142
GG Group Ventures
Florida
$249K -$119K -1,643 -31%
HSWM
143
Hubbell Strickland Wealth Management
Louisiana
$246K +$14.9K +206 +6%
BIP
144
Blueprint Investment Partners
North Carolina
$241K
QPWM
145
Quadrant Private Wealth Management
Pennsylvania
$236K -$70.3K -974 -22%
OIA
146
OneDigital Investment Advisors
Kansas
$229K +$20.9K +289 +9%
Comerica Bank
147
Comerica Bank
Texas
$229K +$144 +2 +0.1%
IFG
148
Independent Financial Group
California
$228K +$240K +3,330 New
CCC
149
Compass Capital Corp
Massachusetts
$227K +$230K +3,180 New
AI
150
Atria Investments
North Carolina
$226K +$5.05K +70 +2%

SYLD Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $1.1B — up 32% from $835M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SYLD positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was International Assets Investment Management, cutting an estimated $31.7M.

  • 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.1B of Cambria Shareholder Yield ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +5 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $7.56M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.