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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
551
Heritage Trust
Oklahoma
$18K +$17.7K +200 New
AIA
552
Armor Investment Advisors
North Carolina
$16K
CHC
553
City Holding Co
West Virginia
$16K
GBBWRPM
554
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
FWM
555
Focused Wealth Management
New York
$13K
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$11K -$15.5K -175 -58%
First Manhattan
557
First Manhattan
New York
$10K -$36.8K -415 -77%
CB
558
Community Bank
New York
$10K
HH
559
HWG Holdings
Texas
$9K +$8.86K +100 New
FAM
560
Flaharty Asset Management
Florida
$8.46K -$7.25M -81,857 -100%
DOA
561
D'Orazio & Associates
Virginia
$7K +$6.65K +75 New
ZB
562
Zions Bancorporation
Utah
$6K -$79.1K -893 -93%
CHP
563
Cable Hill Partners
Oregon
$5K +$5.23K +59 New
AIS
564
Accurate Investment Solutions
Pennsylvania
$3K
BWP
565
Baldwin Wealth Partners
Massachusetts
$3K
CCM
566
Cribstone Capital Management
Maine
$3K
AA
567
Advisory Alpha
Michigan
$2K
AFIA
568
America First Investment Advisors
Nebraska
$2K
CWM
569
Catamount Wealth Management
Connecticut
$2K
IWM
570
IHT Wealth Management
Illinois
$14
N
571
Natixis
France
-$13.2M -150,000 Closed
FIG
572
FundX Investment Group
California
-$8.77M -99,521 Closed
AG
573
AIA Group
Hong Kong
-$2.34M -26,550 Closed
BFM
574
Boothbay Fund Management
New York
-$1.78M -20,159 Closed
CWM
575
Concert Wealth Management
California
-$1.71M -19,884 Closed

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.