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Cambria Shareholder Yield ETF

99 hedge funds and large institutions have $294M invested in Cambria Shareholder Yield ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

101.26% more ownership

Funds ownership: 149.99%251.25% (+101%)

60% more capital invested

Capital invested by funds: $184M → $294M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 8799 (+12)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
49
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$35.6M +$31.2M +488,903 +719%
SAF
2
Smith Anglin Financial
Texas
$30.6M +$42K +658 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$26.1M +$4.12M +64,563 +19%
RJA
4
Raymond James & Associates
Florida
$24.5M +$24M +376,512 +5,976%
CIM
5
Cambria Investment Management
California
$17.2M -$6.2M -97,149 -27%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$13.2M +206,093 +619%
LPL Financial
7
LPL Financial
California
$13.1M +$6.3M +98,574 +93%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$12.3M +$880K +13,774 +8%
RH
9
RFG Holdings
Texas
$10M +$255K +3,993 +3%
UBS Group
10
UBS Group
Switzerland
$9.63M +$4.6M +72,036 +92%
SL
11
Savior LLC
Massachusetts
$9.02M +$4.4M +68,872 +99%
CA
12
Cetera Advisors
Colorado
$6.95M +$1.66M +25,989 +31%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.78M +$15M +235,273 +843%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.59M +$1.61M +25,222 +41%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.79M +$975K +15,274 +26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.17M +$3.05M +47,792 +273%
Stifel Financial
17
Stifel Financial
Missouri
$3.81M +$3.02M +47,346 +383%
SFS
18
Sowell Financial Services
Arkansas
$3.77M +$3.76M +58,940 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.6M +$3.59M +56,249 New
FA
20
Fermata Advisors
California
$3.09M +$311K +4,867 +11%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.79M -$2.03M -31,782 -42%
CIA
22
Compass Ion Advisors
Pennsylvania
$2.77M +$2.76M +43,274 New
BCM
23
Brookstone Capital Management
Illinois
$2.55M +$241K +3,775 +10%
Betterment LLC
24
Betterment LLC
New York
$2.53M +$303K +4,752 +14%
MOS
25
MGO One Seven
Ohio
$2.3M +$900K +14,091 +64%

SYLD Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2022, worth a combined $294M — up 60% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SYLD positions and 11 closed out — a net gain of 14 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Cambria Investment Management, cutting an estimated $6.2M.

  • 99 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $294M of Cambria Shareholder Yield ETF stock for Q1 2022, up 60% quarter-over-quarter.
  • 25 funds opened new Cambria Shareholder Yield ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2022 was Cambria Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2022.