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Cambria Shareholder Yield ETF

31 hedge funds and large institutions have $27.9M invested in Cambria Shareholder Yield ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $22.7M → $27.9M (+$5.17M)

4.76% more ownership

Funds ownership: 33.78%38.54% (+4.8%)

3% more funds holding

Funds holding: 3031 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$12.5M +$4.47M +130,298 +56%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.11M
BCM
3
Brookstone Capital Management
Illinois
$1.98M +$122K +3,552 +7%
Betterment LLC
4
Betterment LLC
New York
$1.89M -$142K -4,140 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.55M +$776K +22,612 +101%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08M -$1.17M -34,043 -52%
Citadel Advisors
7
Citadel Advisors
Florida
$629K +$389K +11,338 +166%
Wells Fargo
8
Wells Fargo
California
$595K -$169K -4,921 -22%
UBS Group
9
UBS Group
Switzerland
$580K -$118K -3,444 -17%
EAM
10
Evanson Asset Management
California
$567K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$429K -$20.2K -588 -5%
LPL Financial
12
LPL Financial
California
$391K +$5.91K +172 +2%
CA
13
Cambridge Advisors
Nebraska
$379K +$2.64K +77 +0.7%
9WM
14
9258 Wealth Management
Ohio
$287K -$34.3K -1,000 -11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$222K +$652 +19 +0.3%
FHA
16
Flagship Harbor Advisors
Massachusetts
$167K -$1.72K -50 -1%
GWM
17
Geneos Wealth Management
Colorado
$164K -$12.9K -375 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$106K +$275 +8 +0.3%
Morgan Stanley
19
Morgan Stanley
New York
$61K -$103 -3 -0.2%
PFO
20
Pathstone Family Office
New Jersey
$45K
AA
21
Ancora Advisors
Ohio
$42K -$22.3K -650 -35%
GRP
22
Global Retirement Partners
California
$35K
Osaic Holdings
23
Osaic Holdings
Arizona
$27K -$125K -3,637 -83%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$13K
PGAM
25
Princeton Global Asset Management
New Jersey
$13K

SYLD Hedge Fund Activity: Q3 2020 in Review

31 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2020, worth a combined $27.9M — up 23% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SYLD positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $4.47M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $1.17M.

  • 31 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2020, up from 30 in Q2 2020.
  • Funds reported $27.9M of Cambria Shareholder Yield ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 3 funds opened new Cambria Shareholder Yield ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2020 was Cambria Investment Management, an estimated $4.47M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2020 was Federation des caisses Desjardins du Quebec, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2020.