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Cambria Shareholder Yield ETF

163 hedge funds and large institutions have $604M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.17% less ownership

Funds ownership: 62.95%61.78% (-1.2%)

6% less funds holding

Funds holding: 173163 (-10)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.8M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
45
Reduced
77
Closed
24
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.5M -$15.1M -243,222 -23%
LPL Financial
2
LPL Financial
California
$35.5M -$14.7M -236,692 -30%
Raymond James Financial
3
Raymond James Financial
Florida
$33.1M +$1.55M +24,905 +5%
IA
4
Intellus Advisors
Florida
$30.9M -$1.22M -19,592 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M -$4.91M -78,780 -17%
RWP
6
Revolve Wealth Partners
New Jersey
$23.8M +$2.26M +36,327 +11%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$22.1M -$633K -10,166 -3%
UBS Group
8
UBS Group
Switzerland
$20.9M -$1.34M -21,511 -6%
VA
9
VestGen Advisors
Illinois
$20.2M +$7.92M +127,237 +69%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$20M -$6.97M -111,881 -27%
3F
11
360 Financial
Minnesota
$16M +$778K +12,491 +5%
Bank of America
12
Bank of America
North Carolina
$15.7M -$369K -5,917 -2%
AFG
13
Atomi Financial Group
New York
$15.4M +$1.12M +18,060 +8%
OCG
14
Opus Capital Group
Ohio
$14.5M -$28.2K -453 -0.2%
AFFA
15
ALM First Financial Advisors
Texas
$14.5M
RIL
16
Rothschild Investment LLC
Illinois
$13.9M +$995K +15,975 +8%
Wells Fargo
17
Wells Fargo
California
$13.1M -$62.6K -1,005 -0.5%
HighTower Advisors
18
HighTower Advisors
Illinois
$12.7M +$2.49M +40,048 +26%
VP
19
Verum Partners
North Carolina
$10.7M -$1M -16,087 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$10.3M -$162K -2,595 -2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.78M -$6.45M -103,525 -41%
FA
22
Fermata Advisors
California
$8.43M -$737K -11,835 -8%
DWM
23
DKM Wealth Management
California
$8.12M -$730K -11,719 -9%
AWA
24
Arkadios Wealth Advisors
Georgia
$7.34M +$1.54M +24,806 +28%
MA
25
MONECO Advisors
Connecticut
$6.66M -$1.45M -23,333 -19%

SYLD Hedge Fund Activity: Q2 2025 in Review

163 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q2 2025, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SYLD and 16 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 45 added.

The largest buyer was VestGen Advisors, adding an estimated $7.92M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 163 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $604M of Cambria Shareholder Yield ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 16 funds opened new Cambria Shareholder Yield ETF positions in Q2 2025 and 24 closed out, a net change of -8 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q2 2025 was VestGen Advisors, an estimated $7.92M added.
  • The largest Cambria Shareholder Yield ETF seller in Q2 2025 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.