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Cambria Shareholder Yield ETF

187 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

32% more capital invested

Capital invested by funds: $835M → $1.1B (+$267M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0% more funds holding

Funds holding: 187187 (0)

4.03% less ownership

Funds ownership: 70.25%66.22% (-4%)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
23
Increased
82
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$293M -$137K -1,900 -31%
Morgan Stanley
2
Morgan Stanley
New York
$76M +$5.17M +71,654 +7%
SAF
3
Smith Anglin Financial
Texas
$69.4M +$3.55M +49,214 +5%
LPL Financial
4
LPL Financial
California
$58M +$7.38M +102,245 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M -$2.45M -33,905 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$32.9M +$1.58M +21,829 +5%
IA
7
Intellus Advisors
Florida
$32.2M +$33.9M +469,653 New
Raymond James Financial
8
Raymond James Financial
Florida
$29M +$30.6M +423,408 New
UBS Group
9
UBS Group
Switzerland
$24.5M +$323K +4,468 +1%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$22.9M -$22.2M -307,887 -48%
RWP
11
Revolve Wealth Partners
New Jersey
$20.6M +$724K +10,023 +3%
MF
12
Manchester Financial
California
$19.5M -$3.88M -53,767 -16%
OCG
13
Opus Capital Group
Ohio
$15.1M +$37K +513 +0.2%
3F
14
360 Financial
Minnesota
$15M +$934K +12,929 +6%
CIM
15
Cambria Investment Management
California
$14.3M -$470K -6,511 -3%
AFFA
16
ALM First Financial Advisors
Texas
$13.4M +$705K +9,767 +5%
AFG
17
Atomi Financial Group
New York
$12.8M +$3.37M +46,702 +33%
RIL
18
Rothschild Investment LLC
Illinois
$12.7M +$694K +9,617 +5%
VP
19
Verum Partners
North Carolina
$12.6M +$1.12M +15,464 +9%
Wells Fargo
20
Wells Fargo
California
$11.9M +$4.35M +60,266 +53%
DWM
21
DKM Wealth Management
California
$11.4M +$12.1M +167,182 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$11.3M +$7.56M +104,714 +175%
FA
23
Fermata Advisors
California
$10.3M -$416K -5,758 -4%
MA
24
MONECO Advisors
Connecticut
$9.8M -$1.08M -15,005 -9%
Bank of America
25
Bank of America
North Carolina
$9.33M +$357K +4,945 +4%

SYLD Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2024, worth a combined $1.1B — up 32% from $835M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SYLD positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.56M. The largest seller was International Assets Investment Management, cutting an estimated $31.7M.

  • 187 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.1B of Cambria Shareholder Yield ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Cambria Shareholder Yield ETF positions in Q4 2024 and 18 closed out, a net change of +5 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 International Assets Investment Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.