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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$25.1M
2
4WM
49 Wealth Management
Texas
$923K
3
AWM
Avior Wealth Management
Nebraska
$1.29M
4
IAN
Integrated Advisors Network
Texas
$4.95M
5
AWM
Ameliora Wealth Management
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Continuum Advisory
Idaho
$4.28K – – –
PS
177
Principal Securities
Iowa
$4.1K – – –
HGA
178
Hobbs Group Advisors
South Carolina
$2.49K +$2.49K +36 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$1.71K -$137 -2 -7%
WWP
180
WR Wealth Planners
Missouri
$956 -$68 -1 -7%
DFA
181
DHJJ Financial Advisors
Illinois
$956 +$956 +14 New
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$344 -$5.99K -87 -95%
HNB
183
Huntington National Bank
Ohio
$68 -$73 – –
SIS
184
Sound Income Strategies
Florida
$10 -$10 – –
IGWM
185
ICA Group Wealth Management
Colorado
– -$1.1M -15,053 Closed
LNC
186
Lincoln National Corp
Pennsylvania
– -$853K -11,648 Closed
MWM
187
Meridian Wealth Management
Kentucky
– -$613K -8,371 Closed
BRWA
188
B. Riley Wealth Advisors
Florida
– -$315K -5,067 Closed
PCM
189
Parsons Capital Management
Rhode Island
– -$229K -3,127 Closed
PFBT
190
Parkside Financial Bank & Trust
Missouri
– -$132K -1,800 Closed
FIA
191
FNY Investment Advisers
New York
– -$36 -500 Closed
VNA
192
Valley National Advisers
Pennsylvania
– -$21K -300 Closed
CA
193
CoreCap Advisors
Michigan
– -$16.5K -225 Closed
SIC
194
Salem Investment Counselors
North Carolina
– -$738 -10 Closed
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