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State Street SPDR S&P International Dividend ETF

150 hedge funds and large institutions have $325M invested in State Street SPDR S&P International Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $295M → $325M (+$29.6M)

3% more funds holding

Funds holding: 145150 (+5)

0.33% less ownership

Funds ownership: 39.33%39% (-0.33%)

31% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 52

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
36
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$2.8M +$930K +24,998 +51%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$2.59M -$240K -6,441 -9%
DADC
28
D.A. Davidson & Co
Montana
$2.5M -$72.1K -1,938 -3%
PAM
29
Premier Asset Management
Illinois
$1.97M +$24.2K +650 +1%
1WA
30
180 Wealth Advisors
Washington
$1.71M -$420K -11,282 -20%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.66M +$11.7K +314 +0.7%
AHC
32
Adell Harriman & Carpenter
Texas
$1.55M -$57.6K -1,550 -4%
FWP
33
FAS Wealth Partners
Kansas
$1.5M +$27.5K +740 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.46M -$120K -3,221 -8%
HA
35
Harborview Advisors
Maine
$1.43M +$74.4K +2,000 +6%
SEIA
36
Signature Estate & Investment Advisors
California
$1.29M -$107K -2,871 -8%
FA
37
FDx Advisors
Illinois
$1.25M -$112K -3,017 -8%
AT
38
Arden Trust
Delaware
$1.18M +$26.8K +721 +2%
TCM
39
Telos Capital Management
California
$1.14M +$191K +5,141 +21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.13M +$159K +4,277 +17%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.06M -$1.77M -47,689 -63%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1.02M +$54.1K +1,455 +6%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$963K -$18K -485 -2%
Citigroup
44
Citigroup
New York
$832K -$73.5K -1,977 -8%
CT
45
Coastline Trust
Rhode Island
$832K -$15.8K -425 -2%
IP
46
Investment Partners
Ohio
$832K +$814K +21,887 New
AG
47
Advisor Group
Arizona
$784K -$183K -4,925 -19%
PAG
48
Private Advisor Group
New Jersey
$773K -$358K -9,624 -32%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$766K -$1.15M -30,968 -61%
PA
50
Pinnacle Associates
New York
$726K +$145K +3,900 +26%

DWX Hedge Fund Activity: Q1 2019 in Review

150 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q1 2019, worth a combined $325M — up 10% from $295M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DWX positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 52 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $7.37M.

  • 150 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q1 2019, up from 145 in Q4 2018.
  • Funds reported $325M of State Street SPDR S&P International Dividend ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P International Dividend ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q1 2019 was Merriman Wealth Management, an estimated $12.8M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q1 2019 was Bank of America, an estimated $7.37M sold.

Based on aggregated 13F filings for Q1 2019.