State Street SPDR S&P Dividend ETF
729 hedge funds and large institutions have $6.36B invested in State Street SPDR S&P Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 233 increasing their positions, 207 reducing their positions, and 45 closing their positions.
198% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 45
122% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $4.63M
41% more funds holding in top 10
Funds holding in top 10: 49 → 69 (+20)
22% more capital invested
Capital invested by funds: $5.21B → $6.36B (+$1.14B)
13% more funds holding
Funds holding: 647 → 729 (+82)
13% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 207
7.39% more ownership
Funds ownership: 32.35% → 39.74% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$477M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$201M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$131M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$73.3M |
| 5 |
Morgan Stanley
New York
|
+$72.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$98.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.4M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$7.35M |
| 4 |
Two Sigma Advisers
New York
|
-$6.88M |
| 5 |
Two Sigma Investments
New York
|
-$5.03M |
SDY Hedge Fund Activity: Q4 2018 in Review
729 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2018, worth a combined $6.36B — up 22% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new SDY positions and 45 closed out — a net gain of 89 holders — while 233 added to existing stakes and 207 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $477M. The largest seller was Cornerstone Wealth Management, cutting an estimated $98.6M.
- 729 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2018, up from 647 in Q3 2018.
- Funds reported $6.36B of State Street SPDR S&P Dividend ETF stock for Q4 2018, up 22% quarter-over-quarter.
- 134 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2018 and 45 closed out, a net change of +89 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $477M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $98.6M sold.
Based on aggregated 13F filings for Q4 2018.