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Cambria Shareholder Yield ETF

39 hedge funds and large institutions have $20.1M invested in Cambria Shareholder Yield ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $19M → $20.1M (+$1.13M)

3% more funds holding

Funds holding: 3839 (+1)

0.52% more ownership

Funds ownership: 8.93%9.44% (+0.52%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1
Genesis Wealth Advisors
Massachusetts
$2.94M +$2.81M +90,504 New
CIM
2
Cambria Investment Management
California
$1.81M +$1.8M +58,202 New
LPL Financial
3
LPL Financial
California
$1.78M -$9.52K -307 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.74M -$25.4K -821 -1%
SPC
5
Sigma Planning Corp
Michigan
$1.74M +$1.73M +55,671 New
UBS Group
6
UBS Group
Switzerland
$1.67M +$1.66M +53,642 New
MFS
7
MSI Financial Services
Massachusetts
$1.01M -$170K -5,497 -14%
HFS
8
HL Financial Services
Kentucky
$653K +$649K +20,941 New
BWP
9
BSW Wealth Partners
Colorado
$604K -$35.4K -1,143 -6%
Bank of America
10
Bank of America
North Carolina
$592K
EAM
11
Evanson Asset Management
California
$578K
CFA
12
Cahill Financial Advisors
Minnesota
$570K +$3.01K +97 +0.5%
CAN
13
Cetera Advisor Networks
California
$531K +$16.7K +538 +3%
Jane Street
14
Jane Street
New York
$481K -$1.24M -39,867 -72%
WFG
15
Wills Financial Group
Virginia
$453K +$51.8K +1,672 +13%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$389K -$49.6K -1,600 -11%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$381K +$47.4K +1,530 +14%
AA
18
Ancora Advisors
Ohio
$369K -$4.84K -156 -1%
BCM
19
Beck Capital Management
Texas
$317K
OC
20
Oppenheimer & Co
New York
$309K +$26.3K +850 +9%
Wells Fargo
21
Wells Fargo
California
$277K +$178K +5,734 +181%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$249K -$118K -3,800 -32%
AIG
23
American International Group
New York
$209K +$155 +5 +0.1%
MM
24
Midas Management
New York
$140K +$139K +4,500 New
WRM
25
Westport Resources Management
Connecticut
$75K +$93 +3 +0.1%

SYLD Hedge Fund Activity: Q4 2014 in Review

39 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2014, worth a combined $20.1M — up 5.9% from $19M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SYLD positions and 10 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was HL Financial Services, opening a new position worth an estimated $649K. The largest seller was Suntrust Banks, exiting entirely with an estimated $2.22M sold.

  • 39 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2014, up from 38 in Q3 2014.
  • Funds reported $20.1M of Cambria Shareholder Yield ETF stock for Q4 2014, up 5.9% quarter-over-quarter.
  • 12 funds opened new Cambria Shareholder Yield ETF positions in Q4 2014 and 10 closed out, a net change of +2 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2014 was HL Financial Services, an estimated $649K added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2014 was Suntrust Banks, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2014.