We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

38 hedge funds and large institutions have $19M invested in Cambria Shareholder Yield ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3538 (+3)

4% more capital invested

Capital invested by funds: $18.3M → $19M (+$740K)

0.62% more ownership

Funds ownership: 8.31%8.93% (+0.62%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$2.22M
LPL Financial
2
LPL Financial
California
$1.72M +$26.6K +862 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.71M +$25.4K +821 +1%
Jane Street
4
Jane Street
New York
$1.67M +$1.71M +55,302 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.59M +$1.63M +52,645 New
MFS
6
MSI Financial Services
Massachusetts
$1.15M +$86.9K +2,814 +8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$772K +$789K +25,519 New
BWP
8
BSW Wealth Partners
Colorado
$621K +$45.9K +1,486 +8%
Bank of America
9
Bank of America
North Carolina
$575K
EAM
10
Evanson Asset Management
California
$561K
CFA
11
Cahill Financial Advisors
Minnesota
$551K +$261K +8,445 +87%
VKH
12
Virtu KCG Holdings
New York
$549K +$560K +18,129 New
CAN
13
Cetera Advisor Networks
California
$500K +$73.2K +2,369 +17%
U
14
UBS
Switzerland
$455K +$323K +10,457 +229%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$442K -$45.7K -1,479 -9%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$426K +$20.1K +650 +5%
WFG
17
Wills Financial Group
Virginia
$389K +$31.5K +1,018 +9%
FAAS
18
First Allied Advisory Services
California
$378K -$8.4K -272 -2%
AA
19
Ancora Advisors
Ohio
$362K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$357K -$226K -7,301 -38%
SG Americas Securities
21
SG Americas Securities
New York
$354K +$362K +11,700 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$324K -$37.1K -1,200 -10%
BCM
23
Beck Capital Management
Texas
$298K -$34.8K -1,125 -10%
OC
24
Oppenheimer & Co
New York
$274K +$39.4K +1,275 +16%
AIG
25
American International Group
New York
$203K +$61.8K +2,000 +43%

SYLD Hedge Fund Activity: Q3 2014 in Review

38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2014, worth a combined $19M — up 4.1% from $18.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SYLD positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.71M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $4.27M sold.

  • 38 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2014, up from 35 in Q2 2014.
  • Funds reported $19M of Cambria Shareholder Yield ETF stock for Q3 2014, up 4.1% quarter-over-quarter.
  • 7 funds opened new Cambria Shareholder Yield ETF positions in Q3 2014 and 4 closed out, a net change of +3 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2014 was Jane Street, an estimated $1.71M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2014 was NWQ Investment Management Company, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2014.