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Cambria Shareholder Yield ETF

42 hedge funds and large institutions have $40.2M invested in Cambria Shareholder Yield ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $33.2M → $40.2M (+$6.99M)

17% more funds holding

Funds holding: 3642 (+6)

3.27% more ownership

Funds ownership: 25.42%28.69% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$12.6M -$173K -4,384 -1%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.92M +$301K +7,609 +5%
Betterment LLC
3
Betterment LLC
New York
$3.42M -$251K -6,353 -7%
Morgan Stanley
4
Morgan Stanley
New York
$1.71M +$1.64M +41,581 +2,515%
AFP
5
Ausdal Financial Partners
Iowa
$1.63M +$98.4K +2,489 +6%
UBS Group
6
UBS Group
Switzerland
$1.21M -$11.7K -296 -1%
LPL Financial
7
LPL Financial
California
$984K +$291K +7,365 +42%
Jane Street
8
Jane Street
New York
$959K +$544K +13,755 +131%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$908K +$780K +19,728 +607%
IAA
10
Ironsides Asset Advisors
North Carolina
$896K +$897K +22,685 New
BCM
11
Brookstone Capital Management
Illinois
$893K +$156K +3,949 +21%
OC
12
Oppenheimer & Co
New York
$870K
CFA
13
Cahill Financial Advisors
Minnesota
$860K +$23.9K +604 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$793K
Ameriprise
15
Ameriprise
Minnesota
$735K +$736K +18,612 New
EAM
16
Evanson Asset Management
California
$648K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$618K -$134K -3,393 -18%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$431K +$6.37K +161 +1%
DWM
19
Dakota Wealth Management
Florida
$404K +$404K +10,218 New
IA
20
IFP Advisors
Florida
$398K -$105K -2,649 -21%
AA
21
Ancora Advisors
Ohio
$392K +$5.93K +150 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$387K -$336K -8,503 -46%
GWM
23
Geneos Wealth Management
Colorado
$387K +$14.8K +375 +4%
AG
24
Advisor Group
Arizona
$323K +$33.8K +855 +12%
Wells Fargo
25
Wells Fargo
California
$306K +$160K +4,056 +110%

SYLD Hedge Fund Activity: Q3 2018 in Review

42 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2018, worth a combined $40.2M — up 21% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SYLD positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Susquehanna International Group, cutting an estimated $336K.

  • 42 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2018, up from 36 in Q2 2018.
  • Funds reported $40.2M of Cambria Shareholder Yield ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 9 funds opened new Cambria Shareholder Yield ETF positions in Q3 2018 and 3 closed out, a net change of +6 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2018 was Morgan Stanley, an estimated $1.64M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2018 was Susquehanna International Group, an estimated $336K sold.

Based on aggregated 13F filings for Q3 2018.