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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $728M invested in Cambria Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+30
Holders Change %
+22.73%
% of All Funds
2.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
38
Increased
74
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
SAF
2
Smith Anglin Financial
Texas
$58M
3
CIM
3
Cambria Investment Management
California
$33.5M
4
4WM
4
49 Wealth Management
Texas
$6.06M
5
UBS Group
5
UBS Group
Switzerland
$21.3M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$5.64M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$50.4M
3
LPL Financial
3
LPL Financial
California
$27.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.4M
5
RH
5
RFG Holdings
Texas
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 1,492,556 +831,426 +126%
SAF
2
Smith Anglin Financial
Texas
$58M 858,107 +450,391 +110%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$50.4M 745,729 -58,840 -7%
RJA
4
Raymond James & Associates
Florida
$38.7M 573,452 +20,667 +4%
CIM
5
Cambria Investment Management
California
$33.5M 495,380 +135,711 +38%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$29.4M 435,047 +11,676 +3%
LPL Financial
7
LPL Financial
California
$27.7M 410,483 -58,561 -12%
MF
8
Manchester Financial
California
$22.3M 330,096 -2,041 -0.6%
UBS Group
9
UBS Group
Switzerland
$21.3M 315,779 +76,610 +32%
Osaic Holdings
10
Osaic Holdings
Arizona
$20.4M 301,694 -35,413 -11%
RWP
11
Revolve Wealth Partners
New Jersey
$17.7M 261,613 +14,844 +6%
RH
12
RFG Holdings
Texas
$16.4M 241,972 -13,563 -5%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$16.2M 239,485 +7,633 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.2M 224,955 +13,901 +7%
AFFA
15
ALM First Financial Advisors
Texas
$13.5M 200,000 – –
OCG
16
Opus Capital Group
Ohio
$13.4M 197,635 +5,542 +3%
3F
17
360 Financial
Minnesota
$12.4M 183,656 +24,761 +16%
AWM
18
Avior Wealth Management
Nebraska
$11.4M 168,639 -5,056 -3%
NA
19
NewEdge Advisors
Louisiana
$10.5M 155,951 +241 +0.2%
RIL
20
Rothschild Investment LLC
Illinois
$9.62M 142,311 +19,383 +16%
ICG
21
InterOcean Capital Group
Tennessee
$9.48M 140,363 +37,600 +37%
FA
22
Fermata Advisors
California
$8.97M 132,764 +21,792 +20%
BCG
23
Breakwater Capital Group
New Jersey
$6.34M 94,279 +5,321 +6%
4WM
24
49 Wealth Management
Texas
$6.06M 89,693 +89,693 New
MA
25
MONECO Advisors
Connecticut
$6.04M 89,448 +14,999 +20%
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