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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

35 hedge funds and large institutions have $35.8M invested in Cambria Shareholder Yield ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$1.74M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$535K
4
MA
Mutual Advisors
Nebraska
+$223K
5
BFPW
BOK Financial Private Wealth
Colorado
+$218K

Top Sellers

1
CIM
Cambria Investment Management
California
-$2.85M
2
Betterment LLC
Betterment LLC
New York
-$190K
3
FHA
Flagship Harbor Advisors
Massachusetts
-$167K
4
GWM
Geneos Wealth Management
Colorado
-$86.2K
5
CA
Cambridge Advisors
Nebraska
-$44.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$13.3M -$2.85M -63,824 -18%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.11M – – –
BCM
3
Brookstone Capital Management
Illinois
$2.55M +$2.32K +52 +0.1%
Betterment LLC
4
Betterment LLC
New York
$2.24M -$190K -4,267 -8%
Citadel Advisors
5
Citadel Advisors
Florida
$2.12M +$1.31M +29,310 +161%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.02M +$14.5K +326 +0.7%
FI
7
FormulaFolio Investments
Michigan
$1.74M +$1.74M +39,101 New
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M -$10.5K -239 -0.8%
Wells Fargo
9
Wells Fargo
California
$751K -$15.5K -348 -2%
UBS Group
10
UBS Group
Switzerland
$749K +$1.03K +23 +0.1%
EAM
11
Evanson Asset Management
California
$731K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$627K +$73.5K +1,649 +13%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$535K +$535K +12,000 New
LPL Financial
14
LPL Financial
California
$513K +$9.19K +206 +2%
CA
15
Cambridge Advisors
Nebraska
$443K -$44.9K -1,007 -9%
9WM
16
9258 Wealth Management
Ohio
$368K – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$283K -$3.7K -83 -1%
MA
18
Mutual Advisors
Nebraska
$223K +$223K +5,002 New
BFPW
19
BOK Financial Private Wealth
Colorado
$218K +$218K +4,900 New
GWM
20
Geneos Wealth Management
Colorado
$200K -$86.2K -1,451 -30%
JPLA
21
Joseph P. Lucia & Associates
New York
$174K +$174K +3,905 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$140K +$3.78K +85 +3%
Morgan Stanley
23
Morgan Stanley
New York
$103K +$24K +537 +30%
WEC
24
Winslow Evans & Crocker
Massachusetts
$93K +$80K +1,790 +617%
PFO
25
Pathstone Family Office
New Jersey
$58K – – –
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