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Cambria Shareholder Yield ETF

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22%62.95% (-3.3%)

7% less funds holding

Funds holding: 187173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$295K -$15.3K -226 -5%
SG
127
StoneX Group
New York
$294K -$19.4K -287 -6%
BIM
128
Baldwin Investment Management
Pennsylvania
$267K -$154K -2,269 -35%
WIA
129
World Investment Advisors
California
$265K -$427K -6,303 -60%
Comerica Bank
130
Comerica Bank
Texas
$264K +$54.2K +800 +24%
AA
131
Ancora Advisors
Ohio
$260K +$135 +2 +0%
TCWM
132
Total Clarity Wealth Management
Illinois
$249K -$50.8K -750 -17%
SFS
133
Sowell Financial Services
Arkansas
$248K +$263K +3,886 New
SWP
134
Sagespring Wealth Partners
Tennessee
$246K -$103K -1,524 -28%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$236K -$40K -590 -14%
HSWM
136
Hubbell Strickland Wealth Management
Louisiana
$228K -$1.76K -26 -0.7%
AWS
137
Atria Wealth Solutions
New York
$226K -$269K -3,971 -53%
AI
138
Atria Investments
North Carolina
$217K +$7.25K +107 +3%
MCA
139
MSH Capital Advisors
Arizona
$216K -$43.9K -648 -16%
MWM
140
MorganRosel Wealth Management
Colorado
$209K -$53.6K -792 -20%
CCC
141
Compass Capital Corp
Massachusetts
$203K
BFPW
142
BOK Financial Private Wealth
Colorado
$188K -$100K -1,483 -33%
AWM
143
AE Wealth Management
Kansas
$176K -$36K -532 -16%
CFD
144
Creative Financial Designs
Indiana
$149K -$42.7K -631 -21%
HIIFS
145
Harel Insurance Investments & Financial Services
Israel
$147K +$156K +2,300 New
TWD
146
True Wealth Design
Ohio
$100K +$948 +14 +0.9%
IA
147
IFP Advisors
Florida
$100K +$106K +1,570 New
FGAM
148
Financial Gravity Asset Management
Texas
$95.7K +$102K +1,500 New
PA
149
Parallel Advisors
California
$45.3K
EWM
150
Evermay Wealth Management
Virginia
$44.7K

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.