State Street SPDR S&P Dividend ETF
499 hedge funds and large institutions have $4.49B invested in State Street SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.
109% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 23
63% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $16.8M
22% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 161
20% more funds holding in top 10
Funds holding in top 10: 49 → 59 (+10)
4% more funds holding
Funds holding: 478 → 499 (+21)
3% less capital invested
Capital invested by funds: $4.63B → $4.49B (-$143M)
2.48% less ownership
Funds ownership: 34.67% → 32.18% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$76.5M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$40.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$32.5M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$26M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$377M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$182M |
| 3 |
LPL Financial
San Diego,
California
|
-$71.7M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$28.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.8M |
SDY Hedge Fund Activity: Q2 2016 in Review
499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2016, worth a combined $4.49B — down 3.1% from $4.63B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SDY positions and 23 closed out — a net gain of 25 holders — while 196 added to existing stakes and 161 trimmed.
The largest buyer was Ameriprise, adding an estimated $76.5M. The largest seller was Bank of America, cutting an estimated $377M.
- 499 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2016, up from 478 in Q1 2016.
- Funds reported $4.49B of State Street SPDR S&P Dividend ETF stock for Q2 2016, down 3.1% quarter-over-quarter.
- 48 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2016 and 23 closed out, a net change of +25 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2016 was Ameriprise, an estimated $76.5M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2016 was Bank of America, an estimated $377M sold.
Based on aggregated 13F filings for Q2 2016.