Cambria Shareholder Yield ETF
SYLD
190 hedge funds and large institutions have $815M invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 18 closing their positions.
109% more capital inflows, than outflows
Capital inflows: $148M | Capital outflows: $70.5M
56% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 54
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1% more funds holding
Funds holding: 188 → 190 (+2)
0.95% less ownership
Funds ownership: 67.73% → 66.78% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.56M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.38M |
| 3 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.81M |
| 4 |
Morgan Stanley
New York
|
+$5.17M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$22.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.6M |
| 3 |
RFG Holdings
Argyle,
Texas
|
-$5.9M |
| 4 |
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$4.11M |
| 5 |
Manchester Financial
Westlake Village,
California
|
-$3.88M |
SYLD Hedge Fund Activity: Q4 2024 in Review
190 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $815M — down 2.4% from $835M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SYLD positions and 18 closed out — a net gain of 7 holders — while 84 added to existing stakes and 54 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was Focus Partners Wealth, cutting an estimated $22.2M.
- 190 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, up from 188 in Q3 2024.
- Funds reported $815M of Cambria Shareholder Yield ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
- 25 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +7 holders.
- The largest Cambria Shareholder Yield ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $7.56M added.
- The largest Cambria Shareholder Yield ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2024.