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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
AF
151
Advisornet Financial
Minnesota
$34.5K
JP Morgan Chase
152
JP Morgan Chase
New York
$33.1K -$109K -1,614 -76%
US Bancorp
153
US Bancorp
Minnesota
$26.7K +$2.51K +37 +10%
CFFP
154
Center for Financial Planning
Michigan
$26K +$27.6K +408 New
FFA
155
Farther Finance Advisors
California
$23.6K +$11.6K +171 +87%
DI
156
DAGCO Inc
Ohio
$21.9K +$23.3K +344 New
LC
157
Lindbrook Capital
California
$20.8K +$203 +3 +0.9%
JFG
158
JDM Financial Group
Texas
$10.3K
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.89K
NA
160
NewEdge Advisors
Louisiana
$9.76K -$65K -960 -86%
AWM
161
AllSquare Wealth Management
New York
$9.57K -$10.2K -150 -50%
HFS
162
Hantz Financial Services
Michigan
$9K +$9.35K +138 New
CA
163
CoreCap Advisors
Michigan
$7.66K
PTC
164
Private Trust Company
Ohio
$3.76K
HWM
165
HighMark Wealth Management
Minnesota
$3.24K +$68 +1 +2%
DWM
166
Dogwood Wealth Management
Kansas
$3.19K +$3.39K +50 New
PS
167
Principal Securities
Iowa
$3.15K
CAM
168
Creekmur Asset Management
Illinois
$2.38K -$68 -1 -3%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$1.59K -$271 -4 -14%
CAM
170
Costello Asset Management
Pennsylvania
$1.42K +$1.49K +22 New
Simplex Trading
171
Simplex Trading
Illinois
$1K +$1.22K +18 New
DFA
172
DHJJ Financial Advisors
Illinois
$894
LFA
173
LGT Financial Advisors
Texas
$321
HNB
174
Huntington National Bank
Ohio
$64
SIS
175
Sound Income Strategies
Florida
$9

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.