SYLD icon

Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
22
Increased
82
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Intellus Advisors
Florida
$32.2M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29M
3
DWM
3
DKM Wealth Management
California
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.3M
5
LPL Financial
5
LPL Financial
California
$58M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$293M
2
IAIM
2
International Assets Investment Management
Florida
$381K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$22.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.97M
5
RH
5
RFG Holdings
Texas
$6.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$293M 4,282 -1,900 -31%
Morgan Stanley
2
Morgan Stanley
New York
$76M 1,109,732 +71,654 +7%
SAF
3
Smith Anglin Financial
Texas
$69.4M 1,013,916 +49,214 +5%
LPL Financial
4
LPL Financial
California
$58M 846,459 +102,245 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M 521,398 -33,905 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$32.9M 481,024 +21,829 +5%
IA
7
Intellus Advisors
Florida
$32.2M 469,653 +469,653 New
Raymond James Financial
8
Raymond James Financial
Florida
$29M 423,408 +423,408 New
UBS Group
9
UBS Group
Switzerland
$24.5M 358,296 +4,468 +1%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$22.9M 334,486 -307,887 -48%
RWP
11
Revolve Wealth Partners
New Jersey
$20.6M 301,085 +10,023 +3%
MF
12
Manchester Financial
California
$19.5M 284,663 -53,767 -16%
OCG
13
Opus Capital Group
Ohio
$15.1M 221,150 +513 +0.2%
3F
14
360 Financial
Minnesota
$15M 219,734 +12,929 +6%
CIM
15
Cambria Investment Management
California
$14.3M 208,441 -6,511 -3%
AFFA
16
ALM First Financial Advisors
Texas
$13.4M 209,767 +9,767 +5%
AFG
17
Atomi Financial Group
New York
$12.8M 186,331 +46,702 +33%
RIL
18
Rothschild Investment LLC
Illinois
$12.7M 185,854 +9,617 +5%
VP
19
Verum Partners
North Carolina
$12.6M 184,217 +15,464 +9%
Wells Fargo
20
Wells Fargo
California
$11.9M 173,736 +60,266 +53%
DWM
21
DKM Wealth Management
California
$11.4M 167,182 +167,182 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$11.3M 164,419 +104,714 +175%
FA
23
Fermata Advisors
California
$10.3M 150,767 -5,758 -4%
MA
24
MONECO Advisors
Connecticut
$9.8M 143,125 -15,005 -9%
Bank of America
25
Bank of America
North Carolina
$9.33M 136,213 +4,945 +4%
1
2 3 4 5