State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
61 hedge funds and large institutions have $91M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 10 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
0.92% more ownership
Funds ownership: 44.5% → 45.42% (+0.92%)
12% less funds holding
Funds holding: 69 → 61 (-8)
60% less capital invested
Capital invested by funds: $225M → $91M (-$134M)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.06M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$944K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$834K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$760K |
| 5 |
Morgan Stanley
New York
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$142M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$4.19M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$267K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$220K |
| 5 |
LPL Financial
San Diego,
California
|
-$189K |
EDIV Hedge Fund Activity: Q1 2023 in Review
61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) for Q1 2023, worth a combined $91M — down 60% from $225M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EDIV and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 22 added.
The largest buyer was AE Wealth Management, adding an estimated $1.06M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $142M sold.
- 61 institutional investors held State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) as of Q1 2023, down from 69 in Q4 2022.
- Funds reported $91M of State Street SPDR S&P Emerging Markets Dividend ETF stock for Q1 2023, down 60% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Emerging Markets Dividend ETF positions in Q1 2023 and 10 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P Emerging Markets Dividend ETF buyer in Q1 2023 was AE Wealth Management, an estimated $1.06M added.
- The largest State Street SPDR S&P Emerging Markets Dividend ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2023.