We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

87 hedge funds and large institutions have $184M invested in Cambria Shareholder Yield ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

39% more capital invested

Capital invested by funds: $132M → $184M (+$51.6M)

34.48% more ownership

Funds ownership: 115.51%149.99% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 7287 (+15)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
33
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$30.9M +$757K +11,820 +3%
CIM
2
Cambria Investment Management
California
$23.7M -$178K -2,779 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$22.2M +$5.36M +83,701 +32%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$11.2M +$9.97M +155,778 +692%
RH
5
RFG Holdings
Texas
$9.85M +$284K +4,435 +3%
LPL Financial
6
LPL Financial
California
$6.86M +$1.84M +28,759 +37%
CA
7
Cetera Advisors
Colorado
$5.35M +$1.68M +26,297 +47%
UBS Group
8
UBS Group
Switzerland
$5.08M +$592K +9,254 +13%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.88M +$4.83M +75,437 New
SL
10
Savior LLC
Massachusetts
$4.5M +$1.51M +23,549 +51%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.4M +$4.13M +64,491 +1,820%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.02M -$264K -4,128 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.86M +$2.96M +46,224 +343%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$3.42M +$3.38M +52,835 New
FA
15
Fermata Advisors
California
$2.81M +$2.79M +43,514 New
FEM
16
Fulcrum Equity Management
Texas
$2.79M -$191K -2,986 -6%
BCM
17
Brookstone Capital Management
Illinois
$2.42M +$135K +2,110 +6%
SC
18
Sepio Capital
Utah
$2.27M -$43.9K -686 -2%
Betterment LLC
19
Betterment LLC
New York
$2.25M -$158K -2,473 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$2.11M +32,957 +10,172%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.82M +$337K +5,261 +23%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.8M +$1.36M +21,289 +321%
MOS
23
MGO One Seven
Ohio
$1.42M +$1M +15,699 +252%
MWM
24
Merriman Wealth Management
Washington
$1.33M -$20.1K -314 -2%
RIL
25
Rothschild Investment LLC
Illinois
$1.32M +$251K +3,925 +24%

SYLD Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2021, worth a combined $184M — up 39% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 10 closed out — a net gain of 15 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Financial Partners Group (Kansas), adding an estimated $9.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.34M sold.

  • 87 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $184M of Cambria Shareholder Yield ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q4 2021 and 10 closed out, a net change of +15 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2021 was Financial Partners Group (Kansas), an estimated $9.97M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.