We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

36 hedge funds and large institutions have $33.2M invested in Cambria Shareholder Yield ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more funds holding

Funds holding: 3236 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

54.41% less ownership

Funds ownership: 79.84%25.42% (-54%)

71% less capital invested

Capital invested by funds: $116M → $33.2M (-$82.7M)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$12.3M +$934K +24,265 +8%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.38M +$82.7K +2,148 +2%
Betterment LLC
3
Betterment LLC
New York
$3.52M +$8.89K +231 +0.2%
AFP
4
Ausdal Financial Partners
Iowa
$1.46M -$6.24K -162 -0.4%
UBS Group
5
UBS Group
Switzerland
$1.18M -$8.21M -213,178 -87%
OC
6
Oppenheimer & Co
New York
$834K
CFA
7
Cahill Financial Advisors
Minnesota
$801K +$963 +25 +0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$760K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$720K +$20.3K +526 +3%
BCM
10
Brookstone Capital Management
Illinois
$706K -$308 -8 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$692K -$30.4K -789 -4%
LPL Financial
12
LPL Financial
California
$664K -$92.6K -2,405 -12%
EAM
13
Evanson Asset Management
California
$620K
IA
14
IFP Advisors
Florida
$482K -$9.47K -246 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$407K +$89.3K +2,320 +27%
Jane Street
16
Jane Street
New York
$398K -$331K -8,606 -45%
AA
17
Ancora Advisors
Ohio
$370K -$9.63K -250 -2%
GWM
18
Geneos Wealth Management
Colorado
$357K -$14.4K -375 -4%
AG
19
Advisor Group
Arizona
$277K -$127K -3,300 -31%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$229K
FHA
21
Flagship Harbor Advisors
Massachusetts
$219K
PC
22
Palo Capital
California
$204K +$207K +5,378 New
BCA
23
Bay Colony Advisors
Massachusetts
$148K +$151K +3,917 New
Wells Fargo
24
Wells Fargo
California
$140K -$278K -7,212 -66%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$123K -$4.74K -123 -4%

SYLD Hedge Fund Activity: Q2 2018 in Review

36 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2018, worth a combined $33.2M — down 71% from $116M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SYLD positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $934K. The largest seller was Credit Suisse, exiting entirely with an estimated $75.4M sold.

  • 36 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2018, up from 32 in Q1 2018.
  • Funds reported $33.2M of Cambria Shareholder Yield ETF stock for Q2 2018, down 71% quarter-over-quarter.
  • 5 funds opened new Cambria Shareholder Yield ETF positions in Q2 2018 and 1 closed out, a net change of +4 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2018 was Cambria Investment Management, an estimated $934K added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2018 was Credit Suisse, an estimated $75.4M sold.

Based on aggregated 13F filings for Q2 2018.