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Cambria Shareholder Yield ETF

101 hedge funds and large institutions have $292M invested in Cambria Shareholder Yield ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

30.71% more ownership

Funds ownership: 251.25%281.96% (+31%)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 99101 (+2)

1% less capital invested

Capital invested by funds: $294M → $292M (-$2.44M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
49
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$34.5M +$4.73M +77,329 +14%
SAF
2
Smith Anglin Financial
Texas
$25.4M -$677K -11,077 -2%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M +$2.3M +37,605 +9%
RJA
4
Raymond James & Associates
Florida
$22.6M +$2.04M +33,424 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$19M +$6.77M +110,715 +46%
LPL Financial
6
LPL Financial
California
$16.8M +$6.4M +104,784 +51%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.8M -$1.77M -29,017 -11%
UBS Group
8
UBS Group
Switzerland
$12.6M +$4.95M +80,956 +54%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$11.8M +$1.54M +25,160 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10M +$5.89M +96,401 +110%
SL
11
Savior LLC
Massachusetts
$9.65M +$2.36M +38,671 +28%
RH
12
RFG Holdings
Texas
$9.03M +$575K +9,415 +6%
CIM
13
Cambria Investment Management
California
$7.07M -$8.52M -139,442 -52%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.92M -$173K -2,835 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.81M +$296K +4,844 +7%
MOS
16
MGO One Seven
Ohio
$3.78M +$2.05M +33,483 +93%
Stifel Financial
17
Stifel Financial
Missouri
$3.66M +$460K +7,524 +13%
CA
18
Cetera Advisors
Colorado
$3.65M -$2.54M -41,631 -38%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3.64M +$1.42M +23,267 +53%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.15M +$97.6K +1,597 +3%
FA
21
Fermata Advisors
California
$2.75M +$125K +2,044 +4%
RIL
22
Rothschild Investment LLC
Illinois
$2.72M +$941K +15,397 +44%
CIA
23
Compass Ion Advisors
Pennsylvania
$2.59M +$260K +4,247 +10%
BCM
24
Brookstone Capital Management
Illinois
$2.37M +$125K +2,045 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.37M +$1.65M +27,033 +164%

SYLD Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2022, worth a combined $292M — down 0.83% from $294M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SYLD positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.77M. The largest seller was Cambria Investment Management, cutting an estimated $8.52M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $292M of Cambria Shareholder Yield ETF stock for Q2 2022, down 0.83% quarter-over-quarter.
  • 14 funds opened new Cambria Shareholder Yield ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $6.77M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2022 was Cambria Investment Management, an estimated $8.52M sold.

Based on aggregated 13F filings for Q2 2022.