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Cambria Shareholder Yield ETF

44 hedge funds and large institutions have $26.2M invested in Cambria Shareholder Yield ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding

Funds holding: 3844 (+6)

14% more capital invested

Capital invested by funds: $23M → $26.2M (+$3.14M)

3.21% more ownership

Funds ownership: 13.6%16.81% (+3.2%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
16
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.35M +$1.74M +56,459 +92%
CIM
2
Cambria Investment Management
California
$2.27M +$1.4M +45,440 +138%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.97M -$2.2M -71,589 -51%
IA
4
IFP Advisors
Florida
$1.81M +$1.93M +62,746 New
MFS
5
MSI Financial Services
Massachusetts
$1.44M +$25.5K +829 +2%
SPC
6
Sigma Planning Corp
Michigan
$1.28M +$1.12M +36,318 +455%
VKH
7
Virtu KCG Holdings
New York
$1.18M +$759K +24,656 +154%
HFS
8
HL Financial Services
Kentucky
$1.1M +$1.17M +38,147 New
AFP
9
Ausdal Financial Partners
Iowa
$1.08M +$1.15M +37,378 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.04M -$1.72M -55,811 -61%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$839K +$534K +17,348 +149%
CFA
12
Cahill Financial Advisors
Minnesota
$794K +$48.6K +1,577 +6%
UBS Group
13
UBS Group
Switzerland
$734K -$59.6K -1,936 -7%
BWP
14
BSW Wealth Partners
Colorado
$696K +$4.16K +135 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$674K -$555K -18,011 -44%
WFG
16
Wills Financial Group
Virginia
$580K +$18.8K +609 +3%
Bank of America
17
Bank of America
North Carolina
$555K
EAM
18
Evanson Asset Management
California
$536K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$506K -$31 -1 -0%
OC
20
Oppenheimer & Co
New York
$496K +$56.7K +1,840 +12%
WA
21
WFG Advisors
Texas
$359K -$15.2K -494 -4%
CAN
22
Cetera Advisor Networks
California
$341K -$240K -7,805 -40%
AA
23
Ancora Advisors
Ohio
$324K
JMPWA
24
JP Morgan Private Wealth Advisors
California
$300K -$78.5K -2,550 -20%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$284K -$46.2K -1,500 -13%

SYLD Hedge Fund Activity: Q4 2015 in Review

44 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2015, worth a combined $26.2M — up 14% from $23M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SYLD positions and 0 closed out — a net gain of 6 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.74M. The largest seller was Susquehanna International Group, cutting an estimated $2.2M.

  • 44 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2015, up from 38 in Q3 2015.
  • Funds reported $26.2M of Cambria Shareholder Yield ETF stock for Q4 2015, up 14% quarter-over-quarter.
  • 6 funds opened new Cambria Shareholder Yield ETF positions in Q4 2015 and 0 closed out, a net change of +6 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2015 was LPL Financial, an estimated $1.74M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2015 was Susquehanna International Group, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2015.