We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

33 hedge funds and large institutions have $28M invested in Cambria Shareholder Yield ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 21.74%22.83% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $26.8M → $28M (+$1.19M)

6% less funds holding

Funds holding: 3533 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.34M -$1.41M -40,889 -25%
CIM
2
Cambria Investment Management
California
$4.22M -$708K -20,551 -15%
Betterment LLC
3
Betterment LLC
New York
$2.76M +$325K +9,437 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.26M +$1.52M +44,065 +225%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.44M +$870K +25,270 +166%
SG Americas Securities
6
SG Americas Securities
New York
$1.43M -$197K -5,709 -12%
AFP
7
Ausdal Financial Partners
Iowa
$1.36M +$96K +2,787 +8%
UBS Group
8
UBS Group
Switzerland
$1.31M +$142K +4,118 +13%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.03M -$73.1K -2,122 -7%
CFA
10
Cahill Financial Advisors
Minnesota
$954K +$1.58K +46 +0.2%
IA
11
IFP Advisors
Florida
$822K +$1.72K +50 +0.2%
Jane Street
12
Jane Street
New York
$739K +$87K +2,527 +14%
OC
13
Oppenheimer & Co
New York
$736K -$2.58K -75 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$714K -$36.2K -1,052 -5%
EAM
15
Evanson Asset Management
California
$582K
LPL Financial
16
LPL Financial
California
$505K -$187K -5,420 -28%
NCM
17
New Capital Management
Texas
$378K +$2.48K +72 +0.7%
AG
18
Advisor Group
Arizona
$378K +$20K +580 +6%
AA
19
Ancora Advisors
Ohio
$356K
GWM
20
Geneos Wealth Management
Colorado
$354K -$10.3K -300 -3%
WFG
21
Wills Financial Group
Virginia
$330K -$5.27K -153 -2%
BCM
22
Brookstone Capital Management
Illinois
$324K +$314K +9,127 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$231K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$133K -$103K -2,981 -44%
ASN
25
Advisory Services Network
Georgia
$81K +$241 +7 +0.3%

SYLD Hedge Fund Activity: Q3 2017 in Review

33 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2017, worth a combined $28M — up 4.4% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SYLD and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.52M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $1.41M.

  • 33 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2017, down from 35 in Q2 2017.
  • Funds reported $28M of Cambria Shareholder Yield ETF stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 3 funds opened new Cambria Shareholder Yield ETF positions in Q3 2017 and 4 closed out, a net change of -1 holder.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $1.52M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2017 was Federation des caisses Desjardins du Quebec, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2017.