State Street SPDR S&P Dividend ETF
777 hedge funds and large institutions have $5.6B invested in State Street SPDR S&P Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 215 increasing their positions, 335 reducing their positions, and 54 closing their positions.
8% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $10.6M
4% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 54
0.54% more ownership
Funds ownership: 36.93% → 37.47% (+0.54%)
0% less capital invested
Capital invested by funds: $5.61B → $5.6B (-$14.8M)
1% less funds holding
Funds holding: 783 → 777 (-6)
11% less funds holding in top 10
Funds holding in top 10: 45 → 40 (-5)
36% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 335
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$25M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$21.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$46.3M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$21.1M |
| 3 |
Goldman Sachs
New York
|
-$18.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.4M |
SDY Hedge Fund Activity: Q3 2020 in Review
777 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2020, worth a combined $5.6B — down 0.26% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SDY positions and 54 closed out — a net gain of 2 holders — while 215 added to existing stakes and 335 trimmed.
The largest buyer was Capital Asset Advisory Services, adding an estimated $25M. The largest seller was Bank of America, cutting an estimated $46.3M.
- 777 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2020, down from 783 in Q2 2020.
- Funds reported $5.6B of State Street SPDR S&P Dividend ETF stock for Q3 2020, down 0.26% quarter-over-quarter.
- 56 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2020 and 54 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2020 was Capital Asset Advisory Services, an estimated $25M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2020 was Bank of America, an estimated $46.3M sold.
Based on aggregated 13F filings for Q3 2020.