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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

132 hedge funds and large institutions have $540M invested in Cambria Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
18
Increased
63
Reduced
30
Closed
5
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$4K

Top Buyers

1
CIM
1
Cambria Investment Management
California
$22.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$6.36M
3
RH
3
RFG Holdings
Texas
$15.8M
4
OCG
4
Opus Capital Group
Ohio
$11.9M
5
FA
5
Fermata Advisors
California
$6.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.9M
3
AI
3
Atria Investments
North Carolina
$0
4
RJA
4
Raymond James & Associates
Florida
$34.2M
5
SL
5
Savior LLC
Massachusetts
$112K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$49.8M 804,569 +7,654 +1%
Morgan Stanley
2
Morgan Stanley
New York
$40.9M 661,130 -31,102 -4%
RJA
3
Raymond James & Associates
Florida
$34.2M 552,785 -18,527 -3%
LPL Financial
4
LPL Financial
California
$29M 469,044 +50,612 +12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$26.2M 423,371 -37,068 -8%
SAF
6
Smith Anglin Financial
Texas
$25.2M 407,716 -2,691 -0.7%
CIM
7
Cambria Investment Management
California
$22.2M 359,669 +181,665 +102%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.9M 337,107 +37,348 +12%
MF
9
Manchester Financial
California
$20.5M 332,137 -6,275 -2%
RH
10
RFG Holdings
Texas
$15.8M 255,535 +62,319 +32%
RWP
11
Revolve Wealth Partners
New Jersey
$15.3M 246,769 +21,092 +9%
UBS Group
12
UBS Group
Switzerland
$14.8M 239,169 +32,718 +16%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$13.7M 231,852 -2,052 -0.9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.1M 211,054 +8,895 +4%
AFFA
15
ALM First Financial Advisors
Texas
$12.4M 200,000 – –
OCG
16
Opus Capital Group
Ohio
$11.9M 192,093 +55,800 +41%
AWM
17
Avior Wealth Management
Nebraska
$10.7M 173,695 +6,723 +4%
IAN
18
Integrated Advisors Network
Texas
$9.72M 157,047 -5,193 -3%
3F
19
360 Financial
Minnesota
$9.71M 158,895 +8,165 +5%
NA
20
NewEdge Advisors
Louisiana
$9.63M 155,710 -4,616 -3%
RIL
21
Rothschild Investment LLC
Illinois
$7.6M 122,928 +8,637 +8%
FA
22
Fermata Advisors
California
$6.86M 110,972 +52,633 +90%
ICG
23
InterOcean Capital Group
Tennessee
$6.36M 102,763 +102,763 New
BCG
24
Breakwater Capital Group
New Jersey
$5.29M 88,958 +14,055 +19%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.62M 74,748 +9,059 +14%
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