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Cambria Shareholder Yield ETF
SYLD

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: 6 → 6 (0)

1.17% less ownership

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

6% less funds holding

Funds holding: 173 → 163 (-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

Top Buyers

Rank Fund Capital Flow
1
VA
VestGen Advisors
Illinois
+$7.92M
2
AW
Atlas Wealth
Ohio
+$3.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.49M
4
RWP
Revolve Wealth Partners
New Jersey
+$2.26M
5
BCM
Brookstone Capital Management
Illinois
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.1M
2
LPL Financial
LPL Financial
California
-$14.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.97M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.45M
5
RH
RFG Holdings
Texas
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
176
International Assets Investment Management
Florida
– -$299K -4,680 Closed
WIA
177
World Investment Advisors
California
– -$265K -4,150 Closed
SFS
178
Sowell Financial Services
Arkansas
– -$248K -3,886 Closed
AWS
179
Atria Wealth Solutions
New York
– -$226K -3,535 Closed
AI
180
Atria Investments
North Carolina
– -$217K -3,404 Closed
CCC
181
Compass Capital Corp
Massachusetts
– -$203K -3,180 Closed
EWM
182
Evermay Wealth Management
Virginia
– -$44.7K -700 Closed
CFFP
183
Center for Financial Planning
Michigan
– -$26K -408 Closed
DI
184
DAGCO Inc
Ohio
– -$21.9K -344 Closed
AWM
185
AllSquare Wealth Management
New York
– -$9.57K -150 Closed
HFS
186
Hantz Financial Services
Michigan
– -$9K -138 Closed
DWM
187
Dogwood Wealth Management
Kansas
– -$3.19K -50 Closed
Simplex Trading
188
Simplex Trading
Illinois
– -$1K -18 Closed
4 5 6 7
8

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.