State Street SPDR S&P Dividend ETF
647 hedge funds and large institutions have $5.21B invested in State Street SPDR S&P Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 205 increasing their positions, 237 reducing their positions, and 36 closing their positions.
42% more call options, than puts
Call options by funds: $5.6M | Put options by funds: $3.95M
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
6% more capital invested
Capital invested by funds: $4.9B → $5.21B (+$311M)
4% more funds holding in top 10
Funds holding in top 10: 47 → 49 (+2)
1% more funds holding
Funds holding: 641 → 647 (+6)
4.16% less ownership
Funds ownership: 36.5% → 32.35% (-4.2%)
14% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$16.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.3M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$12.3M |
| 5 |
Morgan Stanley
New York
|
+$9.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$540M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$158M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
SDY Hedge Fund Activity: Q3 2018 in Review
647 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2018, worth a combined $5.21B — up 6.3% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SDY positions and 36 closed out — a net gain of 10 holders — while 205 added to existing stakes and 237 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $16.5M. The largest seller was Cornerstone Wealth Management, cutting an estimated $540M.
- 647 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2018, up from 641 in Q2 2018.
- Funds reported $5.21B of State Street SPDR S&P Dividend ETF stock for Q3 2018, up 6.3% quarter-over-quarter.
- 46 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2018 and 36 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2018 was Private Advisor Group, an estimated $16.5M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $540M sold.
Based on aggregated 13F filings for Q3 2018.