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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
CFGS
176
Concourse Financial Group Securities
Alabama
$11K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
CA
178
CoreCap Advisors
Michigan
$8.22K
CJ
179
Caitlin John
Michigan
$5.13K
PTC
180
Private Trust Company
Ohio
$4.04K -$722 -10 -14%
HWM
181
HighMark Wealth Management
Minnesota
$3.45K
PS
182
Principal Securities
Iowa
$3.15K -$1.01K -14 -23%
CAM
183
Creekmur Asset Management
Illinois
$2.62K -$72 -1 -3%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$1.99K +$217 +3 +12%
WWP
185
WR Wealth Planners
Missouri
$971
DFA
186
DHJJ Financial Advisors
Illinois
$959
LFA
187
LGT Financial Advisors
Texas
$374 -$53.8K -745 -99%
HNB
188
Huntington National Bank
Ohio
$68
CA
189
Continuum Advisory
Idaho
$21
SIS
190
Sound Income Strategies
Florida
$10
Citadel Advisors
191
Citadel Advisors
Florida
-$1.42M -19,661 Closed
PFPT
192
Pinnacle Financial Partners (Tennessee)
Tennessee
-$412K -5,696 Closed
HWM
193
HRC Wealth Management
Idaho
-$397K -5,484 Closed
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
-$326K -4,498 Closed
MFG
195
Merit Financial Group
Georgia
-$278K -3,839 Closed
ASN
196
Advisory Services Network
Georgia
-$254K -3,722 Closed
HF
197
HRT Financial
New York
-$267K -3,699 Closed
MAA
198
Mraz Amerine & Associates
California
-$257K -3,548 Closed
PAS
199
Park Avenue Securities
New York
-$254K -3,514 Closed
WS
200
Wedbush Securities
California
-$232K -3,206 Closed

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.