We are live on ! Find out more
SYLD icon

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
AAG
176
Accordant Advisory Group
Maryland
-$9.17M -133,879 Closed
AIP
177
Almanack Investment Partners
Pennsylvania
-$3.63M -53,081 Closed
EFA
178
Edge Financial Advisors
Illinois
-$1.61M -23,483 Closed
Jane Street
179
Jane Street
New York
-$1.52M -22,163 Closed
SMC
180
Smith, Moore & Co
Missouri
-$659K -9,629 Closed
ACP
181
Aveo Capital Partners
Colorado
-$499K -7,286 Closed
USCWA
182
U.S. Capital Wealth Advisors
Texas
-$390K -5,697 Closed
CIAS
183
CFS Investment Advisory Services
New Jersey
-$339K -4,945 Closed
BCI
184
Brinker Capital Investments
Pennsylvania
-$291K -4,245 Closed
OPS
185
Orion Portfolio Solutions
Nebraska
-$291K -4,245 Closed
BIP
186
Blueprint Investment Partners
North Carolina
-$241K -3,522 Closed
QPWM
187
Quadrant Private Wealth Management
Pennsylvania
-$236K -3,442 Closed
OIA
188
OneDigital Investment Advisors
Kansas
-$229K -3,349 Closed
IFG
189
Independent Financial Group
California
-$228K -3,330 Closed
IAA
190
Independent Advisor Alliance
North Carolina
-$219K -3,201 Closed
AGP
191
Autumn Glory Partners
Texas
-$218K -3,180 Closed
CAS
192
Coppell Advisory Solutions
Texas
-$210K -3,091 Closed
Mariner
193
Mariner
Kansas
-$208K -3,044 Closed
JPLA
194
Joseph P. Lucia & Associates
New York
-$205K -2,994 Closed
UBS AM
195
UBS AM
Illinois
-$81.3K -1,187 Closed
KBFS
196
Kohmann Bosshard Financial Services
Ohio
-$41.1K -600 Closed
GGI
197
Godsey & Gibb Inc
Virginia
-$34.9K -510 Closed
AF
198
Allworth Financial
California
-$27.5K -388 Closed
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
-$13.7K -200 Closed
CFGS
200
Concourse Financial Group Securities
Alabama
-$11K -155 Closed

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.