Cambria Shareholder Yield ETF
SYLD
128 hedge funds and large institutions have $487M invested in Cambria Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 16 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
11% more capital invested
Capital invested by funds: $438M → $487M (+$49M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2% less funds holding
Funds holding: 131 → 128 (-3)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
14.42% less ownership
Funds ownership: 79.63% → 65.21% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.2M |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
+$15M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.6M |
| 4 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$5.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$14M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$3.91M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$3.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.81M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$1.79M |
SYLD Hedge Fund Activity: Q1 2023 in Review
128 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2023, worth a combined $487M — up 11% from $438M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SYLD and 14 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 57 added.
The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Cambria Investment Management, cutting an estimated $14M.
- 128 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2023, down from 131 in Q4 2022.
- Funds reported $487M of Cambria Shareholder Yield ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 14 funds opened new Cambria Shareholder Yield ETF positions in Q1 2023 and 16 closed out, a net change of -2 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q1 2023 was Morgan Stanley, an estimated $15.2M added.
- The largest Cambria Shareholder Yield ETF seller in Q1 2023 was Cambria Investment Management, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2023.