State Street SPDR S&P Dividend ETF
553 hedge funds and large institutions have $5.06B invested in State Street SPDR S&P Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 36 closing their positions.
136% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $11.2M
119% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 36
12% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 170
9% more funds holding in top 10
Funds holding in top 10: 54 → 59 (+5)
8% more funds holding
Funds holding: 514 → 553 (+39)
5% more capital invested
Capital invested by funds: $4.83B → $5.06B (+$230M)
0.36% more ownership
Funds ownership: 33.08% → 33.44% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$51.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.8M |
| 4 |
Morgan Stanley
New York
|
+$27.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$91.4M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$48.2M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$28.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$22.8M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$21M |
SDY Hedge Fund Activity: Q4 2016 in Review
553 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2016, worth a combined $5.06B — up 4.8% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SDY positions and 36 closed out — a net gain of 43 holders — while 190 added to existing stakes and 170 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $51.9M. The largest seller was State Street, cutting an estimated $91.4M.
- 553 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2016, up from 514 in Q3 2016.
- Funds reported $5.06B of State Street SPDR S&P Dividend ETF stock for Q4 2016, up 4.8% quarter-over-quarter.
- 79 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2016 and 36 closed out, a net change of +43 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2016 was Sage Advisory Services, an estimated $51.9M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2016 was State Street, an estimated $91.4M sold.
Based on aggregated 13F filings for Q4 2016.