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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
AWM
151
AE Wealth Management
Kansas
$226K -$13.7K -190 -5%
IAA
152
Independent Advisor Alliance
North Carolina
$219K +$231K +3,201 New
AGP
153
Autumn Glory Partners
Texas
$218K
CAS
154
Coppell Advisory Solutions
Texas
$210K +$53.1K +736 +31%
Mariner
155
Mariner
Kansas
$208K +$220K +3,044 New
JPLA
156
Joseph P. Lucia & Associates
New York
$205K -$8.59K -119 -4%
CFD
157
Creative Financial Designs
Indiana
$203K +$3.61K +50 +2%
JP Morgan Chase
158
JP Morgan Chase
New York
$146K +$154K +2,127 +42,540%
TWD
159
True Wealth Design
Ohio
$107K
UBS AM
160
UBS AM
Illinois
$81.3K +$85.7K +1,187 New
NA
161
NewEdge Advisors
Louisiana
$76.2K
PA
162
Parallel Advisors
California
$48.6K -$63.2K -875 -55%
EWM
163
Evermay Wealth Management
Virginia
$47.9K
FGC
164
Financial Gravity Companies
Texas
$44.7K
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$41.1K +$43.3K +600 New
AF
166
Advisornet Financial
Minnesota
$37K +$7.94K +110 +26%
GGI
167
Godsey & Gibb Inc
Virginia
$34.9K +$36.8K +510 New
AF
168
Allworth Financial
California
$27.5K +$28K +388 New
US Bancorp
169
US Bancorp
Minnesota
$26.1K +$5.85K +81 +27%
LC
170
Lindbrook Capital
California
$22.1K +$72 +1 +0.3%
AWM
171
AllSquare Wealth Management
New York
$20.5K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$13.7K +$14.4K +200 New
FFA
173
Farther Finance Advisors
California
$13.4K -$6.57K -91 -32%
GRP
174
Global Retirement Partners
California
$11.8K
JFG
175
JDM Financial Group
Texas
$11.1K

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.