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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

119 hedge funds and large institutions have $489M invested in Cambria Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
1.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
8
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$9.81M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$48.7M
3
OCG
Opus Capital Group
Ohio
$8.34M
4
IAN
Integrated Advisors Network
Texas
$9.92M
5
RWP
Revolve Wealth Partners
New Jersey
$13.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$12.4M
2
SL
Savior LLC
Massachusetts
$773K
3
LPL Financial
LPL Financial
California
$25.6M
4
SAF
Smith Anglin Financial
Texas
$25.1M
5
UBS Group
UBS Group
Switzerland
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$48.7M +$8.58M +140,337 +21%
Morgan Stanley
2
Morgan Stanley
New York
$42.3M +$43.5K +711 +0.1%
RJA
3
Raymond James & Associates
Florida
$34.9M +$4.43M +72,491 +15%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$28.2M +$36.2K +591 +0.1%
LPL Financial
5
LPL Financial
California
$25.6M -$4.84M -79,088 -16%
SAF
6
Smith Anglin Financial
Texas
$25.1M -$4.15M -67,821 -14%
MF
7
Manchester Financial
California
$20.7M +$454K +7,416 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.4M -$2.99M -48,893 -14%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$14.8M +$1.25M +19,682 +9%
RWP
10
Revolve Wealth Partners
New Jersey
$13.8M +$5M +81,787 +57%
UBS Group
11
UBS Group
Switzerland
$12.6M -$3.98M -65,042 -24%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.4M -$25.2M -411,632 -67%
AFFA
13
ALM First Financial Advisors
Texas
$12.2M – – –
RH
14
RFG Holdings
Texas
$11.3M – – –
CIM
15
Cambria Investment Management
California
$10.9M -$293K -4,796 -3%
AWM
16
Avior Wealth Management
Nebraska
$10.2M -$36K -588 -0.4%
IAN
17
Integrated Advisors Network
Texas
$9.92M +$7.23M +118,237 +269%
NA
18
NewEdge Advisors
Louisiana
$9.81M +$9.79M +160,103 +71,795%
3F
19
360 Financial
Minnesota
$9.22M +$124K +2,026 +1%
OCG
20
Opus Capital Group
Ohio
$8.34M +$8.34M +136,293 New
RIL
21
Rothschild Investment LLC
Illinois
$6.99M +$446K +7,291 +7%
BCG
22
Breakwater Capital Group
New Jersey
$4.58M +$548K +8,966 +14%
GIA
23
Gladstone Institutional Advisory
Florida
$4.19M -$567K -9,270 -12%
MA
24
MONECO Advisors
Connecticut
$4.03M +$687K +11,227 +21%
PSCM
25
Per Stirling Capital Management
Texas
$4.03M -$75.1K -1,227 -2%
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