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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

187 hedge funds and large institutions have $835M invested in Cambria Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
23
Increased
81
Reduced
53
Closed
17
Calls
$644K
Puts
$22K
Net Calls
+$622K
Net Calls Change
+$622K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$29.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.1M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.91M
4
SAF
4
Smith Anglin Financial
Texas
$69.8M
5
Wells Fargo
5
Wells Fargo
California
$8.21M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$15.6M
2
NA
2
NewEdge Advisors
Louisiana
$80.5K
3
GIA
3
Gladstone Institutional Advisory
Florida
$2.18M
4
IAN
4
Integrated Advisors Network
Texas
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75.1M 1,038,078 +56,064 +6%
SAF
2
Smith Anglin Financial
Texas
$69.8M 964,702 +42,364 +5%
LPL Financial
3
LPL Financial
California
$53.9M 744,214 +3,994 +0.5%
RJA
4
Raymond James & Associates
Florida
$49M 677,193 +6,853 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$40.2M 555,303 -4,206 -0.8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$33.2M 459,195 -9,604 -2%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$29.9M 642,373 +359,080 +127%
UBS Group
8
UBS Group
Switzerland
$25.6M 353,828 -13,319 -4%
MF
9
Manchester Financial
California
$24.5M 338,430 -7,402 -2%
RWP
10
Revolve Wealth Partners
New Jersey
$21.1M 291,062 +7,889 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$18.9M 260,476 -295 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$16.8M 231,936 +21,980 +10%
OCG
13
Opus Capital Group
Ohio
$16M 220,637 +15,536 +8%
CIM
14
Cambria Investment Management
California
$15.6M 214,952 -209,351 -49%
3F
15
360 Financial
Minnesota
$15M 206,805 +5,745 +3%
AFFA
16
ALM First Financial Advisors
Texas
$13.5M 200,000 – –
RIL
17
Rothschild Investment LLC
Illinois
$12.8M 176,237 +4,486 +3%
RH
18
RFG Holdings
Texas
$12.6M 174,225 -15,956 -8%
VP
19
Verum Partners
North Carolina
$12.2M 168,753 +30,140 +22%
MA
20
MONECO Advisors
Connecticut
$11.4M 158,130 -13,872 -8%
FA
21
Fermata Advisors
California
$11.3M 156,525 +7,527 +5%
AFG
22
Atomi Financial Group
New York
$10.1M 139,629 +39,195 +39%
Bank of America
23
Bank of America
North Carolina
$9.5M 131,268 +11,398 +10%
HighTower Advisors
24
HighTower Advisors
Illinois
$9.38M 129,494 +12,979 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.22M 127,436 -2,211 -2%
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