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State Street SPDR S&P Emerging Markets Dividend ETF

63 hedge funds and large institutions have $123M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

7% more funds holding

Funds holding: 5963 (+4)

0.14% more ownership

Funds ownership: 41.87%42.01% (+0.14%)

1% less capital invested

Capital invested by funds: $125M → $123M (-$1.18M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
26
Freestone Capital Holdings
Washington
$595K
WKWM
27
Walter & Keenan Wealth Management
Indiana
$318K -$267K -10,000 -45%
AG
28
Advisor Group
Arizona
$283K +$21K +786 +8%
LPL Financial
29
LPL Financial
California
$259K -$4.84K -181 -2%
DC
30
Davenport & Co
Virginia
$231K
MFS
31
MSI Financial Services
Massachusetts
$220K +$9.68K +362 +5%
IP
32
Intellectus Partners
California
$219K +$221K +8,273 New
HighTower Advisors
33
HighTower Advisors
Illinois
$213K +$989 +37 +0.5%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$208K +$1.23K +46 +0.6%
IA
35
IFP Advisors
Florida
$191K +$69.8K +2,609 +57%
AIM
36
Anchor Investment Management
South Carolina
$176K -$44.1K -1,650 -20%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$139K +$140K +5,229 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$102K +$46.1K +1,725 +81%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$85K +$12K +449 +16%
Citigroup
40
Citigroup
New York
$82K +$35K +1,310 +74%
FMII
41
Farmers & Merchants Investments Inc
Nebraska
$81K -$23.3K -872 -22%
SPIA
42
Steward Partners Investment Advisory
New York
$53K +$54.5K +2,037 New
PWM
43
Perigon Wealth Management
California
$42K +$37.9K +1,419 New
WT
44
Whittier Trust
California
$34K
CAL
45
Capital Advisors Ltd
Ohio
$29K
EDRH
46
Edmond de Rothschild Holding
Switzerland
$22K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$16K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$15K
US Bancorp
49
US Bancorp
Minnesota
$15K
DADC
50
D.A. Davidson & Co
Montana
$14K