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State Street SPDR S&P International Dividend ETF

160 hedge funds and large institutions have $363M invested in State Street SPDR S&P International Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $311M → $363M (+$51.6M)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

12% more funds holding

Funds holding: 143160 (+17)

4.97% more ownership

Funds ownership: 39.79%44.76% (+5%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
101
Enterprise Financial Services Corp (EFSC)
Missouri
$164K -$5.17K -130 -3%
SFSG
102
Stearns Financial Services Group
North Carolina
$153K +$152K +3,811 New
US Bancorp
103
US Bancorp
Minnesota
$147K +$11.1K +279 +8%
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$143K +$28K +703 +25%
TWA
105
TCI Wealth Advisors
Arizona
$141K -$17.9K -449 -11%
AIC
106
Ameritas Investment Company
Nebraska
$138K
EW
107
Element Wealth
Mississippi
$106K +$105K +2,629 New
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$105K +$58.2K +1,462 +127%
CFGS
109
Concourse Financial Group Securities
Alabama
$103K +$102K +2,564 New
CTC
110
Central Trust Company
Missouri
$101K
LWA
111
Lenox Wealth Advisors
New York
$82K +$756 +19 +0.9%
CA
112
Crewe Advisors
Utah
$81K
SWM
113
Sugarloaf Wealth Management
Georgia
$78K +$77.6K +1,949 New
HR
114
Howe & Rusling
New York
$74K -$11.9K -300 -14%
GEA
115
Glen Eagle Advisors
New Jersey
$74K -$35.6K -894 -33%
APA
116
American Portfolios Advisors
New York
$69.8K +$358 +9 +0.5%
SBL
117
Sargent Bickham Lagudis
Colorado
$61K
FPS
118
Fieldpoint Private Securities
Connecticut
$57K
BAMG
119
Brand Asset Management Group
Missouri
$55K
PMFA
120
Plante Moran Financial Advisors
Michigan
$53K
1IA
121
1834 Investment Advisors
Wisconsin
$45K +$44.6K +1,121 New
FA
122
Faithward Advisors
Pennsylvania
$45K +$44.9K +1,127 New
ACA
123
Aptus Capital Advisors
Alabama
$41K +$40.2K +1,010 +3,258%
CHA
124
Carmichael Hill & Associates
Maryland
$40K +$39.8K +1,000 New
GWM
125
Geneos Wealth Management
Colorado
$39K -$51.8K -1,300 -57%

DWX Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q4 2019, worth a combined $363M — up 17% from $311M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DWX positions and 8 closed out — a net gain of 20 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $23.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.

  • 160 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q4 2019, up from 143 in Q3 2019.
  • Funds reported $363M of State Street SPDR S&P International Dividend ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P International Dividend ETF positions in Q4 2019 and 8 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $23.3M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2019.