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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

182 hedge funds and large institutions have $785M invested in Cambria Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.65%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
29
Increased
88
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$19.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.1M
3
VP
3
Verum Partners
North Carolina
$9.46M
4
LPL Financial
4
LPL Financial
California
$50.5M
5
RJA
5
Raymond James & Associates
Florida
$45.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
4WM
2
49 Wealth Management
Texas
$923K
3
AWM
3
Avior Wealth Management
Nebraska
$1.29M
4
IAN
4
Integrated Advisors Network
Texas
$4.95M
5
AWM
5
Ameliora Wealth Management
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
151
LGT Financial Advisors
Texas
$115K -$27.4K -401 -19%
TWD
152
True Wealth Design
Ohio
$111K -$7.03K -103 -6%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$67.5K +$67.5K +989 New
FGAM
154
Financial Gravity Asset Management
Texas
$59.8K +$59.8K +876 New
AF
155
Allworth Financial
California
$56.9K -$1.13K -16 -2%
EWM
156
Evermay Wealth Management
Virginia
$47.8K – – –
AF
157
Advisornet Financial
Minnesota
$29.4K – – –
S
158
SignatureFD
Georgia
$23.9K +$23.9K +350 New
FFA
159
Farther Finance Advisors
California
$21.9K -$228K -3,356 -91%
LC
160
Lindbrook Capital
California
$21.8K +$137 +2 +0.6%
US Bancorp
161
US Bancorp
Minnesota
$20.5K – – –
AWM
162
AllSquare Wealth Management
New York
$20.5K – – –
OWA
163
Opal Wealth Advisors
New York
$16.9K +$16.9K +248 New
CJ
164
Caitlin John
Michigan
$16.7K – – –
CAM
165
Creekmur Asset Management
Illinois
$13.9K -$93.4K -1,371 -87%
GRP
166
Global Retirement Partners
California
$11.8K +$11.8K +173 New
HF
167
Halpern Financial
Virginia
$11.1K +$11.1K +163 New
JFG
168
JDM Financial Group
Texas
$11.1K – – –
CAS
169
Coppell Advisory Solutions
Texas
$10.9K +$10.9K +160 New
FCAS
170
First Command Advisory Services
Texas
$10.8K +$10.8K +158 New
CFGS
171
Concourse Financial Group Securities
Alabama
$10.7K – – –
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
Simplex Trading
173
Simplex Trading
Illinois
$10K +$7.14K +115 +250%
MTIC
174
Missouri Trust & Investment Company
Missouri
$5.26K – – –
PTC
175
Private Trust Company
Ohio
$4.71K -$9.22K -135 -66%
4 5 6
7
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