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Cambria Shareholder Yield ETF
SYLD

24 hedge funds and large institutions have $9.67M invested in Cambria Shareholder Yield ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

60% more funds holding

Funds holding: 15 → 24 (+9)

53% more capital invested

Capital invested by funds: $6.33M → $9.67M (+$3.33M)

0.01% less ownership

Funds ownership: 5.36% → 5.36% (-0.01%)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFS
MSI Financial Services
Massachusetts
+$526K
2
SB
Suntrust Banks
Georgia
+$485K
3
AW
ACG Wealth
Georgia
+$274K
4
VKH
Virtu KCG Holdings
New York
+$252K
5
LPL Financial
LPL Financial
California
+$229K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$765K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.85M +$115K +4,046 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.64M +$1.91K +67 +0.1%
LPL Financial
3
LPL Financial
California
$1.08M +$229K +8,059 +28%
VKH
4
Virtu KCG Holdings
New York
$734K +$252K +8,849 +55%
MFS
5
MSI Financial Services
Massachusetts
$552K +$526K +18,489 +6,376%
EAM
6
Evanson Asset Management
California
$544K +$527K +18,525 New
SB
7
Suntrust Banks
Georgia
$501K +$485K +17,068 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$480K +$24.2K +852 +6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$388K +$375K +13,200 New
AA
10
Ancora Advisors
Ohio
$343K +$84.1K +2,957 +34%
BCM
11
Beck Capital Management
Texas
$317K +$320K +11,240 New
AW
12
ACG Wealth
Georgia
$283K +$274K +9,621 New
WFG
13
Wills Financial Group
Virginia
$207K +$201K +7,067 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$206K +$200K +7,020 New
AIG
15
American International Group
New York
$140K +$1.91K +67 +1%
U
16
UBS
Switzerland
$106K +$102K +3,600 New
WRM
17
Westport Resources Management
Connecticut
$62K +$8.53K +300 +17%
PTC
18
Private Trust Company
Ohio
$59K – – –
S
19
SignatureFD
Georgia
$46K – – –
Morgan Stanley
20
Morgan Stanley
New York
$41K +$39.8K +1,400 New
Creative Planning
21
Creative Planning
Kansas
$38K +$34.1K +1,200 +1,200%
CLOS
22
Compagnie Lombard Odier SCmA
Switzerland
$34K +$32.7K +1,150 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$11K – – –
ASN
24
Advisory Services Network
Georgia
$2K +$2.1K +74 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– -$765K -28,254 Closed
1
2

SYLD Hedge Fund Activity: Q4 2013 in Review

24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2013, worth a combined $9.67M — up 53% from $6.33M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SYLD positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was MSI Financial Services, adding an estimated $526K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $765K sold.

  • 24 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2013, up from 15 in Q3 2013.
  • Funds reported $9.67M of Cambria Shareholder Yield ETF stock for Q4 2013, up 53% quarter-over-quarter.
  • 11 funds opened new Cambria Shareholder Yield ETF positions in Q4 2013 and 2 closed out, a net change of +9 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2013 was MSI Financial Services, an estimated $526K added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2013 was Susquehanna International Group, an estimated $765K sold.

Based on aggregated 13F filings for Q4 2013.