State Street SPDR S&P Dividend ETF
786 hedge funds and large institutions have $5.39B invested in State Street SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 231 increasing their positions, 354 reducing their positions, and 130 closing their positions.
153% more call options, than puts
Call options by funds: $6.16M | Put options by funds: $2.44M
2.4% less ownership
Funds ownership: 40.58% → 38.18% (-2.4%)
8% less funds holding
Funds holding: 859 → 786 (-73)
22% less funds holding in top 10
Funds holding in top 10: 72 → 56 (-16)
32% less capital invested
Capital invested by funds: $7.95B → $5.39B (-$2.56B)
35% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 354
48% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$20.8M |
| 2 |
Morgan Stanley
New York
|
+$16.6M |
| 3 |
Bank of New York Mellon
New York
|
+$15.9M |
| 4 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
+$14.6M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$158M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$128M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$52M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.9M |
SDY Hedge Fund Activity: Q1 2020 in Review
786 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2020, worth a combined $5.39B — down 32% from $7.95B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of SDY and 68 opened new positions — a net loss of 62 holders — while 354 trimmed existing stakes and 231 added.
The largest buyer was Creative Planning, adding an estimated $20.8M. The largest seller was Johanson Financial Advisors, cutting an estimated $158M.
- 786 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2020, down from 859 in Q4 2019.
- Funds reported $5.39B of State Street SPDR S&P Dividend ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 68 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2020 and 130 closed out, a net change of -62 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2020 was Creative Planning, an estimated $20.8M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2020.