State Street SPDR S&P Dividend ETF
478 hedge funds and large institutions have $4.63B invested in State Street SPDR S&P Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 27 closing their positions.
133% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $10.9M
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
17% more funds holding in top 10
Funds holding in top 10: 42 → 49 (+7)
3% more funds holding
Funds holding: 464 → 478 (+14)
1% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 169
3.48% less ownership
Funds ownership: 38.15% → 34.67% (-3.5%)
5% less capital invested
Capital invested by funds: $4.89B → $4.63B (-$259M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
+$30.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.9M |
| 3 |
Morgan Stanley
New York
|
+$15.4M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$14.2M |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$560M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$79.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$25.1M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$16.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.7M |
SDY Hedge Fund Activity: Q1 2016 in Review
478 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2016, worth a combined $4.63B — down 5.3% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SDY positions and 27 closed out — a net gain of 18 holders — while 171 added to existing stakes and 169 trimmed.
The largest buyer was Gray Financial Group, adding an estimated $30.6M. The largest seller was Bank of America, cutting an estimated $560M.
- 478 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2016, up from 464 in Q4 2015.
- Funds reported $4.63B of State Street SPDR S&P Dividend ETF stock for Q1 2016, down 5.3% quarter-over-quarter.
- 45 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2016 and 27 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2016 was Gray Financial Group, an estimated $30.6M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2016 was Bank of America, an estimated $560M sold.
Based on aggregated 13F filings for Q1 2016.