SYLD icon

Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
Morgan Stanley
New York
$75.1M
3
HCA
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
Cambria Investment Management
California
$15.6M
2
NA
NewEdge Advisors
Louisiana
$80.5K
3
GIA
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
Integrated Advisors Network
Texas
$0
5
PSCM
Per Stirling Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
176
Missouri Trust & Investment Company
Missouri
$5.57K – – –
CJ
177
Caitlin John
Michigan
$5.52K -$12.4K -169 -69%
PTC
178
Private Trust Company
Ohio
$4.99K – – –
PS
179
Principal Securities
Iowa
$4.34K – – –
HWM
180
HighMark Wealth Management
Minnesota
$3.63K +$3.63K +50 New
CAM
181
Creekmur Asset Management
Illinois
$2.85K -$12.1K -165 -81%
HGA
182
Hobbs Group Advisors
South Carolina
$2.67K +$72 +1 +3%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$1.88K +$72 +1 +4%
WWP
184
WR Wealth Planners
Missouri
$1.02K – – –
DFA
185
DHJJ Financial Advisors
Illinois
$1.01K – – –
JPMorgan Chase & Co
186
JPMorgan Chase & Co
New York
$365 – – –
HNB
187
Huntington National Bank
Ohio
$72 -$68 – –
CA
188
Continuum Advisory
Idaho
$23 -$4.28K -63 Closed
SIS
189
Sound Income Strategies
Florida
$10 -$10 – –
IAN
190
Integrated Advisors Network
Texas
– -$4.95M -72,522 Closed
PSCM
191
Per Stirling Capital Management
Texas
– -$4.46M -65,292 Closed
EFS
192
Essex Financial Services
Connecticut
– -$867K -12,758 Closed
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
– -$348K -5,039 Closed
DAS
194
Diversify Advisory Services
Utah
– -$309K -4,626 Closed
TI
195
Tidal Investments
Wisconsin
– -$314K -4,601 Closed
JIR
196
James Investment Research
Ohio
– -$301K -4,415 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$289K -4,235 Closed
KWM
198
Kingsview Wealth Management
Oregon
– -$209K -3,066 Closed
BCI
199
Brinker Capital Investments
Pennsylvania
– -$200K -2,935 Closed
OPS
200
Orion Portfolio Solutions
Nebraska
– -$200K -2,935 Closed
5 6 7
8
9