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Cambria Shareholder Yield ETF

34 hedge funds and large institutions have $22.3M invested in Cambria Shareholder Yield ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

26% more capital invested

Capital invested by funds: $17.8M → $22.3M (+$4.58M)

6% more funds holding

Funds holding: 3234 (+2)

2.54% more ownership

Funds ownership: 14.42%16.95% (+2.5%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$4.94M +$2.68M +85,469 +129%
SG Americas Securities
2
SG Americas Securities
New York
$1.53M +$305K +9,722 +26%
Betterment LLC
3
Betterment LLC
New York
$1.17M +$1.13M +35,957 New
AFP
4
Ausdal Financial Partners
Iowa
$1.16M -$12.6K -403 -1%
MFS
5
MSI Financial Services
Massachusetts
$1.13M -$145K -4,631 -12%
UBS Group
6
UBS Group
Switzerland
$1.09M -$16.3K -519 -2%
Jane Street
7
Jane Street
New York
$1.03M +$447K +14,270 +83%
LPL Financial
8
LPL Financial
California
$998K -$118K -3,775 -11%
CFA
9
Cahill Financial Advisors
Minnesota
$870K -$80K -2,554 -9%
IA
10
IFP Advisors
Florida
$858K -$221K -7,043 -21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$724K -$1.68M -53,651 -71%
BWP
12
BSW Wealth Partners
Colorado
$696K +$651K +20,768 +3,235%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$681K
VKH
14
Virtu KCG Holdings
New York
$671K +$185K +5,896 +40%
OC
15
Oppenheimer & Co
New York
$666K +$18.8K +600 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$636K
Citadel Advisors
17
Citadel Advisors
Florida
$632K -$222K -7,076 -27%
EAM
18
Evanson Asset Management
California
$533K
NCM
19
New Capital Management
Texas
$341K +$329K +10,493 New
AA
20
Ancora Advisors
Ohio
$339K
WFG
21
Wills Financial Group
Virginia
$334K +$43.9K +1,402 +16%
GWM
22
Geneos Wealth Management
Colorado
$333K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$294K -$174K -5,556 -38%
AG
24
Advisor Group
Arizona
$257K
RJA
25
Raymond James & Associates
Florida
$212K +$204K +6,512 New

SYLD Hedge Fund Activity: Q4 2016 in Review

34 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2016, worth a combined $22.3M — up 26% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SYLD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $2.68M. The largest seller was Susquehanna International Group, cutting an estimated $1.68M.

  • 34 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2016, up from 32 in Q3 2016.
  • Funds reported $22.3M of Cambria Shareholder Yield ETF stock for Q4 2016, up 26% quarter-over-quarter.
  • 5 funds opened new Cambria Shareholder Yield ETF positions in Q4 2016 and 2 closed out, a net change of +3 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2016 was Cambria Investment Management, an estimated $2.68M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2016.