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State Street SPDR S&P Emerging Markets Dividend ETF

69 hedge funds and large institutions have $225M invested in State Street SPDR S&P Emerging Markets Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more capital invested

Capital invested by funds: $81.8M → $225M (+$143M)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 6669 (+3)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

1.29% less ownership

Funds ownership: 45.8%44.5% (-1.3%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$142M +$283K +12,280 New
AWM
2
AE Wealth Management
Kansas
$19.7M +$2.54M +109,993 +15%
M&T Bank
3
M&T Bank
New York
$8.34M +$1.06M +45,935 +15%
Morgan Stanley
4
Morgan Stanley
New York
$7.2M -$409K -17,723 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.81M -$6.01M -260,547 -52%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.43M +$394K +17,062 +8%
UBS Group
7
UBS Group
Switzerland
$5.34M -$388K -16,831 -7%
Wells Fargo
8
Wells Fargo
California
$4.35M +$370K +16,027 +10%
HWA
9
Heartwood Wealth Advisors
Virginia
$4.19M +$4.03M +174,558 New
OPA
10
Old Port Advisors
Maine
$2.97M -$47.9K -2,078 -2%
Bank of America
11
Bank of America
North Carolina
$2.82M -$212K -9,195 -7%
LPL Financial
12
LPL Financial
California
$2.31M +$34.3K +1,487 +2%
WP
13
WealthShield Partners
North Carolina
$1.73M -$3.23K -140 -0.2%
Jane Street
14
Jane Street
New York
$1.28M -$4.69M -203,202 -79%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.12M -$26.5K -1,148 -2%
OMC
16
Old Mission Capital
Illinois
$1.1M +$346K +15,005 +49%
ADL
17
Asset Dedication LLC
California
$1.04M -$59.2K -2,566 -6%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$866K +$832K +36,086 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$701K +$659K +28,570 +4,395%
Invesco
20
Invesco
Georgia
$675K +$77.3K +3,351 +14%
RJA
21
Raymond James & Associates
Florida
$606K +$33.1K +1,434 +6%
MCA
22
Maryland Capital Advisors
Maryland
$499K +$463K +20,075 +2,848%
FAP
23
Financial Advisory Partners
Florida
$418K +$10.3K +447 +3%
Ameriprise
24
Ameriprise
Minnesota
$366K -$1.52K -66 -0.4%
WWA
25
WCG Wealth Advisors
Nevada
$347K +$94.2K +4,084 +39%

EDIV Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) for Q4 2022, worth a combined $225M — up 175% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDIV positions and 10 closed out — a net gain of 4 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $4.03M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.01M.

  • 69 institutional investors held State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) as of Q4 2022, up from 66 in Q3 2022.
  • Funds reported $225M of State Street SPDR S&P Emerging Markets Dividend ETF stock for Q4 2022, up 175% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Emerging Markets Dividend ETF positions in Q4 2022 and 10 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Emerging Markets Dividend ETF buyer in Q4 2022 was Heartwood Wealth Advisors, an estimated $4.03M added.
  • The largest State Street SPDR S&P Emerging Markets Dividend ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $6.01M sold.

Based on aggregated 13F filings for Q4 2022.