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Cambria Shareholder Yield ETF

131 hedge funds and large institutions have $438M invested in Cambria Shareholder Yield ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more capital invested

Capital invested by funds: $316M → $438M (+$121M)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

30% more funds holding

Funds holding: 101131 (+30)

13.89% more ownership

Funds ownership: 65.74%79.63% (+14%)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
46
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$33.6M -$2.66M -44,590 -7%
SAF
2
Smith Anglin Financial
Texas
$30.1M -$449K -7,520 -1%
Morgan Stanley
3
Morgan Stanley
New York
$26.5M +$1.69M +28,285 +7%
RJA
4
Raymond James & Associates
Florida
$26.2M +$2.93M +49,023 +13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.9M +$7.24M +121,252 +41%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$24.5M +$886K +14,840 +4%
LPL Financial
7
LPL Financial
California
$24.3M +$5.61M +94,037 +30%
CIM
8
Cambria Investment Management
California
$24.3M +$14.6M +245,197 +150%
Osaic Holdings
9
Osaic Holdings
Arizona
$16.2M +$1.83M +30,581 +13%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$13.9M -$162K -2,715 -1%
UBS Group
11
UBS Group
Switzerland
$13.1M -$310K -5,189 -2%
AFFA
12
ALM First Financial Advisors
Texas
$11.9M +$11.9M +200,000 New
SL
13
Savior LLC
Massachusetts
$10.8M -$130K -2,173 -1%
RH
14
RFG Holdings
Texas
$10.7M +$679K +11,381 +7%
AWM
15
Avior Wealth Management
Nebraska
$10.1M -$1.78M -29,848 -15%
IAN
16
Integrated Advisors Network
Texas
$6.35M +$6.39M +107,135 New
3F
17
360 Financial
Minnesota
$6.26M
PSCM
18
Per Stirling Capital Management
Texas
$5.54M +$5.58M +93,418 New
MF
19
Manchester Financial
California
$5.25M +$132K +2,205 +3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$5.19M +$429K +7,182 +9%
RIL
21
Rothschild Investment LLC
Illinois
$5.16M +$1.46M +24,405 +39%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.07M +$465K +7,785 +10%
FA
23
Fermata Advisors
California
$4.42M +$277K +4,647 +7%
Stifel Financial
24
Stifel Financial
Missouri
$4.42M -$225K -3,769 -5%
GIA
25
Gladstone Institutional Advisory
Florida
$4.38M +$2.67M +44,669 +153%

SYLD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2022, worth a combined $438M — up 38% from $316M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SYLD positions and 4 closed out — a net gain of 31 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $14.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.66M.

  • 131 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $438M of Cambria Shareholder Yield ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 35 funds opened new Cambria Shareholder Yield ETF positions in Q4 2022 and 4 closed out, a net change of +31 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2022 was Cambria Investment Management, an estimated $14.6M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.