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State Street SPDR S&P Emerging Markets Dividend ETF

59 hedge funds and large institutions have $184M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

2.1% more ownership

Funds ownership: 41.55%43.65% (+2.1%)

3% more capital invested

Capital invested by funds: $179M → $184M (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 6459 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
30
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Shamrock Asset Management
Texas
$1.05M +$59K +1,695 +6%
Goldman Sachs
27
Goldman Sachs
New York
$875K -$374K -10,761 -29%
1IA
28
1834 Investment Advisors
Wisconsin
$757K +$28.6K +821 +4%
JP Morgan Chase
29
JP Morgan Chase
New York
$711K +$192K +5,530 +34%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$524K
LPL Financial
31
LPL Financial
California
$465K -$126K -3,635 -20%
RC
32
Roundview Capital
New Jersey
$430K -$22.6K -650 -5%
DWT
33
Dorsey & Whitney Trust
South Dakota
$424K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$404K +$9.78K +281 +2%
PAM
35
Peak Asset Management
Colorado
$392K +$417K +11,980 New
FMII
36
Farmers & Merchants Investments Inc
Nebraska
$370K +$28.6K +822 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$240K +$8.32K +239 +3%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$235K +$591 +17 +0.2%
Citadel Advisors
39
Citadel Advisors
Florida
$228K +$7.45K +214 +3%
FWP
40
FAS Wealth Partners
Kansas
$226K +$313 +9 +0.1%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$208K +$3.48K +100 +2%
FWM
42
Focused Wealth Management
New York
$206K +$100K +2,882 +84%
CB
43
Community Bank
New York
$86K -$37.4K -1,075 -29%
Citigroup
44
Citigroup
New York
$82K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$78K +$23.5K +676 +40%
MAA
46
Managed Account Advisors
New Jersey
$61K +$16.3K +469 +34%
AIG
47
American International Group
New York
$46.5K +$34.4K +990 +230%
WT
48
Whittier Trust
California
$42K
CAL
49
Capital Advisors Ltd
Ohio
$36K
MFS
50
MSI Financial Services
Massachusetts
$36K +$4.7K +135 +14%

EDIV Hedge Fund Activity: Q2 2015 in Review

59 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) for Q2 2015, worth a combined $184M — up 2.7% from $179M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EDIV and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $3.97M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.23M sold.

  • 59 institutional investors held State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) as of Q2 2015, down from 64 in Q1 2015.
  • Funds reported $184M of State Street SPDR S&P Emerging Markets Dividend ETF stock for Q2 2015, up 2.7% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Emerging Markets Dividend ETF positions in Q2 2015 and 9 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Emerging Markets Dividend ETF buyer in Q2 2015 was State Street, an estimated $3.97M added.
  • The largest State Street SPDR S&P Emerging Markets Dividend ETF seller in Q2 2015 was Old Mission Capital, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2015.