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Cambria Shareholder Yield ETF

101 hedge funds and large institutions have $316M invested in Cambria Shareholder Yield ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $292M → $316M (+$24.7M)

0% more funds holding

Funds holding: 101101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

216.21% less ownership

Funds ownership: 281.96%65.74% (-216%)

Holders
101
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
47
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$32.2M -$1.3M -22,389 -4%
SAF
2
Smith Anglin Financial
Texas
$27.1M +$2.73M +47,151 +10%
Morgan Stanley
3
Morgan Stanley
New York
$22M -$1.62M -27,997 -6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$21M +$2.83M +48,928 +14%
RJA
5
Raymond James & Associates
Florida
$20.6M -$1.4M -24,161 -6%
LPL Financial
6
LPL Financial
California
$16.6M +$338K +5,836 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.7M +$6.66M +115,169 +63%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.8M +$501K +8,653 +4%
UBS Group
9
UBS Group
Switzerland
$11.9M -$331K -5,724 -2%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$11.3M -$145K -2,498 -1%
AWM
11
Avior Wealth Management
Nebraska
$10.5M +$11.5M +199,529 New
SL
12
Savior LLC
Massachusetts
$9.69M +$404K +6,977 +4%
RH
13
RFG Holdings
Texas
$8.88M +$176K +3,040 +2%
CIM
14
Cambria Investment Management
California
$8.61M +$1.95M +33,772 +26%
3F
15
360 Financial
Minnesota
$6.26M +$6.89M +119,088 New
MF
16
Manchester Financial
California
$4.54M +$4.99M +86,258 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$4.23M +$776K +13,420 +20%
Stifel Financial
18
Stifel Financial
Missouri
$4.12M +$643K +11,115 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.08M +$320K +5,540 +8%
CA
20
Cetera Advisors
Colorado
$3.95M +$461K +7,966 +12%
FA
21
Fermata Advisors
California
$3.68M +$1.13M +19,486 +39%
RIL
22
Rothschild Investment LLC
Illinois
$3.3M +$729K +12,593 +25%
AI
23
Atria Investments
North Carolina
$2.65M +$2.91M +50,289 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.64M -$446K -7,714 -13%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.55M -$1.26M -21,716 -31%

SYLD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q3 2022, worth a combined $316M — up 8.5% from $292M a quarter earlier.

Fund positioning in SYLD was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 25 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 101 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $316M of Cambria Shareholder Yield ETF stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 13 funds opened new Cambria Shareholder Yield ETF positions in Q3 2022 and 13 closed out, a net change of 0 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q3 2022 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Cambria Shareholder Yield ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.