We are live on ! Find out more
EDIV icon

State Street SPDR S&P Emerging Markets Dividend ETF

51 hedge funds and large institutions have $105M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $92.4M → $105M (+$12.8M)

2.7% more ownership

Funds ownership: 37.43%40.14% (+2.7%)

0% more funds holding

Funds holding: 5151 (0)

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$36.8M +$32.6M +1,375,000 New
Morgan Stanley
2
Morgan Stanley
New York
$13.9M +$838K +35,393 +7%
RW
3
Rand Wealth
Maryland
$8.07M +$633K +26,731 +10%
Wells Fargo
4
Wells Fargo
California
$6.56M -$1.13M -47,685 -16%
FAAS
5
First Allied Advisory Services
California
$5.66M -$81.6K -3,446 -2%
Bank of America
6
Bank of America
North Carolina
$5.56M -$768K -32,415 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.83M -$755K -31,848 -18%
UBS Group
8
UBS Group
Switzerland
$3.56M +$389K +16,400 +14%
GI
9
Gradient Investments
Minnesota
$3.54M +$439K +18,520 +16%
M&T Bank
10
M&T Bank
New York
$2.87M -$185K -7,800 -7%
NEIRG
11
New England Investment & Retirement Group
Massachusetts
$2.27M +$2.01M +84,700 New
CIM
12
Cetera Investment Management
California
$1.33M -$4.97K -210 -0.4%
SEIA
13
Signature Estate & Investment Advisors
California
$1.25M +$474 +20 +0%
RC
14
Roundview Capital
New Jersey
$1.2M +$774K +32,665 +265%
Invesco
15
Invesco
Georgia
$1.13M -$162K -6,848 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$840K -$5.66K -239 -0.8%
VFS
17
VSR Financial Services
Kansas
$827K -$9.03K -381 -1%
Brown Advisory
18
Brown Advisory
Maryland
$760K -$937K -39,560 -58%
FCH
19
Freestone Capital Holdings
Washington
$602K -$28.4K -1,200 -5%
WKWM
20
Walter & Keenan Wealth Management
Indiana
$588K
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$543K -$432K -18,252 -47%
LPL Financial
22
LPL Financial
California
$511K -$34K -1,436 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$446K -$800K -33,780 -67%
PAM
24
Peak Asset Management
Colorado
$315K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$264K +$234K +9,868 New