State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
87 hedge funds and large institutions have $231M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $196M → $231M (+$35M)
14% more funds holding
Funds holding: 76 → 87 (+11)
3.9% more ownership
Funds ownership: 46.04% → 49.94% (+3.9%)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.75M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.18M |
| 4 |
Jane Street
New York
|
+$731K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.02M |
| 3 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$1.08M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$451K |
| 5 |
LPL Financial
San Diego,
California
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
76
Focused Wealth Management
Newburgh,
New York
| $17K | – | – | – |
|
|
FRA
77
Front Row Advisors
Tiburon,
California
| $17K | +$15.9K | +514 | New |
|
|
TFS
78
TrustCore Financial Services
Brentwood,
Tennessee
| $13K | +$11.8K | +383 | New |
|
|
SBL
79
Sargent Bickham Lagudis
Boulder,
Colorado
| $12K | – | – | – |
|
|
PA
80
Perennial Advisors
New York
| $11K | -$3.25K | -105 | -25% |
|
|
WIM
81
Westside Investment Management
Santa Monica,
California
| $9.98K | – | – | – |
|
|
GRP
82
Global Retirement Partners
San Rafael,
California
| $9K | +$2.75K | +89 | +47% |
|
|
SIM
83
Sonora Investment Management
Tucson,
Arizona
| $8.57K | +$8.07K | +261 | New |
|
|
FMII
84
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $8K | -$35.4K | -1,145 | -83% |
|
85
SEI Investments
Oaks,
Pennsylvania
| $3K | – | – | – |
|
86
Barclays
London,
United Kingdom
| $1K | – | – | – |
|
87
Walleye Trading
New York
| – | -$251 | -8,229 | Closed |
|
|
OMC
88
Old Mission Capital
Chicago,
Illinois
| – | -$200K | -6,570 | Closed |
|
89
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$128K | -4,215 | Closed |
|
EDIV Hedge Fund Activity: Q4 2017 in Review
87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) for Q4 2017, worth a combined $231M — up 18% from $196M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EDIV positions and 4 closed out — a net gain of 11 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $10.8M. The largest seller was Bank of America, cutting an estimated $3.12M.
- 87 institutional investors held State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) as of Q4 2017, up from 76 in Q3 2017.
- Funds reported $231M of State Street SPDR S&P Emerging Markets Dividend ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P Emerging Markets Dividend ETF positions in Q4 2017 and 4 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P Emerging Markets Dividend ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $10.8M added.
- The largest State Street SPDR S&P Emerging Markets Dividend ETF seller in Q4 2017 was Bank of America, an estimated $3.12M sold.
Based on aggregated 13F filings for Q4 2017.