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State Street SPDR S&P International Dividend ETF

131 hedge funds and large institutions have $560M invested in State Street SPDR S&P International Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.22M

8% more capital invested

Capital invested by funds: $517M → $560M (+$42.9M)

2.01% more ownership

Funds ownership: 38.74%40.75% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

6% less funds holding

Funds holding: 140131 (-9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
48
Reduced
45
Closed
19
Calls
$1.42M
Puts
$1.22M
Net Calls
+$203K
Net Calls Change
+$950K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$80.9M +$50.5M +1,141,448 +141%
Wells Fargo
2
Wells Fargo
California
$61.7M -$4.03M -90,966 -6%
Bank of America
3
Bank of America
North Carolina
$51.9M +$918K +20,725 +2%
Morgan Stanley
4
Morgan Stanley
New York
$42.4M +$457K +10,315 +1%
UBS Group
5
UBS Group
Switzerland
$42.4M +$46.6K +1,053 +0.1%
MIS
6
Morningstar Investment Services
Illinois
$40.7M -$1.19M -26,783 -3%
MGIA
7
Moneta Group Investment Advisors
Missouri
$37M +$18.4M +415,478 +87%
LPL Financial
8
LPL Financial
California
$23.6M -$2.54M -57,274 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16M -$368K -8,318 -2%
Goldman Sachs
10
Goldman Sachs
New York
$14.7M +$1.77M +39,915 +13%
CS
11
Credit Suisse
Switzerland
$8.05M +$401K +9,049 +5%
ACM
12
Argent Capital Management
Missouri
$7.69M -$2.12M -47,795 -20%
CSIA
13
Charles Schwab Investment Advisory
California
$7.15M +$5.63M +127,153 +281%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.91M -$254K -5,745 -3%
AssetMark Inc
15
AssetMark Inc
California
$6.09M +$33.1K +747 +0.5%
ONB
16
Old National Bancorp
Indiana
$5.74M -$583K -13,175 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.65M +$3.76M +84,958 +166%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.55M +$4.86M +109,716 New
Invesco
19
Invesco
Georgia
$3.78M -$237K -5,344 -6%
State Street
20
State Street
Massachusetts
$3.75M -$749K -16,919 -16%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$3.7M -$135K -3,055 -3%
CT
22
Coastline Trust
Rhode Island
$3.64M +$119K +2,690 +3%
PTCG
23
Pring Turner Capital Group
California
$3.54M -$59.3K -1,340 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.24M +$145K +3,267 +4%
VFS
25
VSR Financial Services
Kansas
$2.94M +$268K +6,054 +9%

DWX Hedge Fund Activity: Q2 2015 in Review

131 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q2 2015, worth a combined $560M — up 8.3% from $517M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DWX and 12 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 48 added.

The largest buyer was Managed Account Advisors, adding an estimated $50.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.91M sold.

  • 131 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q2 2015, down from 140 in Q1 2015.
  • Funds reported $560M of State Street SPDR S&P International Dividend ETF stock for Q2 2015, up 8.3% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P International Dividend ETF positions in Q2 2015 and 19 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $50.5M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q2 2015 was Wellington Management Group, an estimated $9.91M sold.

Based on aggregated 13F filings for Q2 2015.