Cambria Shareholder Yield ETF
SYLD
187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 53 reducing their positions, and 17 closing their positions.
2,827% more call options, than puts
Call options by funds: $644K | Put options by funds: $22K
55% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 53
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $787M → $835M (+$48.3M)
4.65% more ownership
Funds ownership: 65.6% → 70.25% (+4.7%)
2% more funds holding
Funds holding: 183 → 187 (+4)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$30.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$25.1M |
| 3 |
Morgan Stanley
New York
|
+$3.92M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$3.74M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$14.6M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$11.4M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$5.27M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.95M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$4.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
201
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$67.5K | -989 | Closed |
|
|
AF
202
Allworth Financial
Folsom,
California
| – | -$56.9K | -808 | Closed |
|
|
S
203
SignatureFD
Atlanta,
Georgia
| – | -$23.9K | -350 | Closed |
|
|
OWA
204
Opal Wealth Advisors
Jericho,
New York
| – | -$16.9K | -248 | Closed |
|
|
HF
205
Halpern Financial
Ashburn,
Virginia
| – | -$11.1K | -163 | Closed |
|
206
Simplex Trading
Chicago,
Illinois
| – | -$10.5K | -151 | -94% |
|
SYLD Hedge Fund Activity: Q3 2024 in Review
187 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2024, worth a combined $835M — up 6.1% from $787M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SYLD positions and 17 closed out — a net gain of 5 holders — while 82 added to existing stakes and 53 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $30.6M. The largest seller was Cambria Investment Management, cutting an estimated $14.6M.
- 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2024, up from 183 in Q2 2024.
- Funds reported $835M of Cambria Shareholder Yield ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
- 22 funds opened new Cambria Shareholder Yield ETF positions in Q3 2024 and 17 closed out, a net change of +5 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $30.6M added.
- The largest Cambria Shareholder Yield ETF seller in Q3 2024 was Cambria Investment Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2024.