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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

170 hedge funds and large institutions have $805M invested in Cambria Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
80
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$15.2M
3
ICG
InterOcean Capital Group
Tennessee
+$6.51M
4
Bank of America
Bank of America
North Carolina
+$5.83M
5
MA
MONECO Advisors
Connecticut
+$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$48.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$10.9M
4
CIM
Cambria Investment Management
California
-$4.58M
5
AWM
Avior Wealth Management
Nebraska
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
1
Smith Anglin Financial
Texas
$64.6M +$1.71M +23,308 +3%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$48.4M -660,072 -44%
LPL Financial
3
LPL Financial
California
$46.5M +$16.4M +223,496 +54%
RJA
4
Raymond James & Associates
Florida
$45.3M +$3.31M +45,112 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.9M -$11.8M -160,667 -22%
UBS Group
6
UBS Group
Switzerland
$38.3M +$15.2M +206,920 +66%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$32.2M +$363K +4,948 +1%
CIM
8
Cambria Investment Management
California
$31.7M -$4.58M -62,458 -13%
MF
9
Manchester Financial
California
$24.4M +$171K +2,330 +0.7%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.7M -$204K -2,810 -0.9%
RWP
11
Revolve Wealth Partners
New Jersey
$19.8M +$611K +8,342 +3%
ICG
12
InterOcean Capital Group
Tennessee
$16.8M +$6.51M +88,892 +63%
AFFA
13
ALM First Financial Advisors
Texas
$14.7M – – –
OCG
14
Opus Capital Group
Ohio
$14.5M +$9.31K +127 +0.1%
3F
15
360 Financial
Minnesota
$14.2M +$761K +10,391 +6%
RH
16
RFG Holdings
Texas
$13.8M -$3.93M -53,688 -22%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.5M -$2.96M -40,342 -18%
RIL
18
Rothschild Investment LLC
Illinois
$11.7M +$1.32M +17,954 +13%
NA
19
NewEdge Advisors
Louisiana
$11.7M +$266K +3,625 +2%
MA
20
MONECO Advisors
Connecticut
$11.6M +$5.02M +68,507 +77%
IAN
21
Integrated Advisors Network
Texas
$10.6M +$4.43M +60,454 +72%
FA
22
Fermata Advisors
California
$10M +$302K +4,125 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.54M +$4.15M +56,633 +95%
AWM
24
Avior Wealth Management
Nebraska
$7.96M -$4.39M -59,972 -36%
4WM
25
49 Wealth Management
Texas
$7.84M +$1.28M +17,505 +20%
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