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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
DF
151
Dunhill Financial
United Kingdom
$9.75K +$9.34K +150 New
CA
152
CoreCap Advisors
Michigan
$7.8K
AssetMark Inc
153
AssetMark Inc
California
$5.33K +$5.11K +82 New
CAL
154
Capital Analysts LLC
Pennsylvania
$5K +$5.11K +82 New
CBT
155
CoreFirst Bank & Trust
Kansas
$4.55K +$4.36K +70 New
HWM
156
HighMark Wealth Management
Minnesota
$3.32K
PS
157
Principal Securities
Iowa
$2.99K
CAM
158
Creekmur Asset Management
Illinois
$2.43K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$1.63K
CAM
160
Costello Asset Management
Pennsylvania
$1.46K
DFA
161
DHJJ Financial Advisors
Illinois
$911
LFA
162
LGT Financial Advisors
Texas
$67 -$249 -4 -80%
HNB
163
Huntington National Bank
Ohio
$65
SIS
164
Sound Income Strategies
Florida
$65 +$62 +1 New
RH
165
RFG Holdings
Texas
-$5.55M -86,901 Closed
HCA
166
Heck Capital Advisors
Wisconsin
-$5.44M -85,246 Closed
CAC
167
Certified Advisory Corp
Florida
-$4.4M -68,970 Closed
DAS
168
Dynamic Advisor Solutions
Arizona
-$1.52M -23,837 Closed
GIA
169
Gladstone Institutional Advisory
Florida
-$395K -6,190 Closed
SHJ
170
Sharkey, Howes & Javer
Colorado
-$377K -5,904 Closed
FTUS
171
Flow Traders U.S.
New York
-$353K -5,538 Closed
4WM
172
49 Wealth Management
Texas
-$351K -5,495 Closed
TSS
173
Two Sigma Securities
New York
-$343K -5,374 Closed
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
-$323K -5,058 Closed
DT
175
Diversified Trust
Tennessee
-$319K -5,000 Closed

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.