We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

35 hedge funds and large institutions have $15.2M invested in Cambria Shareholder Yield ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

58% more capital invested

Capital invested by funds: $9.67M → $15.2M (+$5.58M)

46% more funds holding

Funds holding: 2435 (+11)

2% more ownership

Funds ownership: 5.36%7.36% (+2%)

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.87M +$936K +31,859 +51%
SB
2
Suntrust Banks
Georgia
$1.73M +$1.17M +39,975 +234%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.71M +$15.7K +534 +1%
LPL Financial
4
LPL Financial
California
$1.42M +$297K +10,125 +28%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$768K +$540K +18,372 +262%
MFS
6
MSI Financial Services
Massachusetts
$760K +$187K +6,352 +34%
BWP
7
BSW Wealth Partners
Colorado
$592K +$574K +19,559 New
EAM
8
Evanson Asset Management
California
$560K
Bank of America
9
Bank of America
North Carolina
$508K +$493K +16,800 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$479K -$15.1K -514 -3%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$418K +$18.4K +625 +5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$378K +$367K +12,496 New
AA
13
Ancora Advisors
Ohio
$362K +$8.81K +300 +3%
BCM
14
Beck Capital Management
Texas
$361K +$17.6K +600 +5%
FAAS
15
First Allied Advisory Services
California
$312K +$301K +10,244 New
CAN
16
Cetera Advisor Networks
California
$298K +$291K +9,891 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$284K +$276K +9,395 New
HFS
18
HL Financial Services
Kentucky
$269K +$261K +8,889 New
AW
19
ACG Wealth
Georgia
$226K -$63.5K -2,162 -22%
PA
20
Pinnacle Associates
New York
$218K +$211K +7,200 New
WFG
21
Wills Financial Group
Virginia
$216K +$3.11K +106 +1%
AIG
22
American International Group
New York
$144K
PTC
23
Private Trust Company
Ohio
$79K +$17.6K +600 +30%
WRM
24
Westport Resources Management
Connecticut
$73K +$8.81K +300 +14%
S
25
SignatureFD
Georgia
$47K

SYLD Hedge Fund Activity: Q1 2014 in Review

35 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2014, worth a combined $15.2M — up 58% from $9.67M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SYLD positions and 2 closed out — a net gain of 11 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $1.17M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $734K sold.

  • 35 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2014, up from 24 in Q4 2013.
  • Funds reported $15.2M of Cambria Shareholder Yield ETF stock for Q1 2014, up 58% quarter-over-quarter.
  • 13 funds opened new Cambria Shareholder Yield ETF positions in Q1 2014 and 2 closed out, a net change of +11 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2014 was Suntrust Banks, an estimated $1.17M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2014 was Virtu KCG Holdings, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2014.