State Street SPDR S&P Dividend ETF
1,121 hedge funds and large institutions have $9.7B invested in State Street SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 301 increasing their positions, 471 reducing their positions, and 52 closing their positions.
171% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 52
21% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $8.54M
10% more capital invested
Capital invested by funds: $8.8B → $9.7B (+$903M)
7% more funds holding
Funds holding: 1,051 → 1,121 (+70)
2.76% more ownership
Funds ownership: 43.68% → 46.44% (+2.8%)
2% more funds holding in top 10
Funds holding in top 10: 53 → 54 (+1)
36% less repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 471
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$553M |
| 2 |
JP Morgan Chase
New York
|
+$234M |
| 3 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$14.2M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$10.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$87.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$56.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.7M |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$44.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.8M |
SDY Hedge Fund Activity: Q4 2023 in Review
1,121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2023, worth a combined $9.7B — up 10% from $8.8B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SDY positions and 52 closed out — a net gain of 89 holders — while 301 added to existing stakes and 471 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $553M. The largest seller was Ameriprise, cutting an estimated $87.7M.
- 1,121 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2023, up from 1,051 in Q3 2023.
- Funds reported $9.7B of State Street SPDR S&P Dividend ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 141 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2023 and 52 closed out, a net change of +89 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $553M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2023 was Ameriprise, an estimated $87.7M sold.
Based on aggregated 13F filings for Q4 2023.