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Cambria Shareholder Yield ETF

173 hedge funds and large institutions have $674M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% less ownership

Funds ownership: 66.22%62.95% (-3.3%)

7% less funds holding

Funds holding: 187173 (-14)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $1.1B → $674M (-$428M)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
173
Holders Change
-14
Holders Change %
-7.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
61
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67M -$4.06M -59,920 -5%
LPL Financial
2
LPL Financial
California
$50M -$4.29M -63,311 -7%
IA
3
Intellus Advisors
Florida
$31.6M +$1.73M +25,521 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$30.9M +$4.12M +60,768 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30M -$3.47M -51,251 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$4.15M -61,318 -13%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$22.3M +$1.01M +14,911 +4%
UBS Group
8
UBS Group
Switzerland
$21.9M -$1.05M -15,466 -4%
RWP
9
Revolve Wealth Partners
New Jersey
$21M +$1.94M +28,660 +10%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$8.73M +128,891 +103%
Bank of America
11
Bank of America
North Carolina
$15.7M +$7.49M +110,635 +81%
3F
12
360 Financial
Minnesota
$14.9M +$980K +14,468 +7%
OCG
13
Opus Capital Group
Ohio
$14.3M +$192K +2,837 +1%
AFFA
14
ALM First Financial Advisors
Texas
$14.2M +$1.8M +26,519 +13%
AFG
15
Atomi Financial Group
New York
$13.9M +$2.19M +32,319 +17%
Wells Fargo
16
Wells Fargo
California
$12.9M +$1.92M +28,296 +16%
RIL
17
Rothschild Investment LLC
Illinois
$12.6M +$793K +11,708 +6%
VA
18
VestGen Advisors
Illinois
$11.7M +$12.5M +184,152 New
VP
19
Verum Partners
North Carolina
$11.5M -$232K -3,426 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.5M +$2.9M +42,860 +35%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$10.2M -$265K -3,908 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$9.95M +$1.4M +20,707 +15%
FA
23
Fermata Advisors
California
$9.03M -$629K -9,291 -6%
DWM
24
DKM Wealth Management
California
$8.71M -$2.07M -30,620 -18%
BCG
25
Breakwater Capital Group
New Jersey
$8.17M +$643K +9,489 +8%

SYLD Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q1 2025, worth a combined $674M — down 39% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SYLD and 16 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 61 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.73M. The largest seller was Smith Anglin Financial, cutting an estimated $62M.

  • 173 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q1 2025, down from 187 in Q4 2024.
  • Funds reported $674M of Cambria Shareholder Yield ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q1 2025 and 26 closed out, a net change of -10 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $8.73M added.
  • The largest Cambria Shareholder Yield ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2025.