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State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$9.82M -$955K -10,659 -9%
FAM
77
Flaharty Asset Management
Florida
$9.57M +$9.32M +104,057 +108,393%
VWM
78
Venturi Wealth Management
Texas
$9.49M +$1.46M +16,325 +19%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$9.19M +$167K +1,861 +2%
HCP
80
Holt Capital Partners
Texas
$9.12M +$351K +3,914 +4%
TC
81
Telemus Capital
Michigan
$9.1M -$89.6K -1,000 -1%
EWMCB
82
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.07M -$740K -8,258 -8%
PBT
83
Pictet Bank & Trust
Bahamas
$8.95M
AG
84
Advisor Group
Arizona
$8.28M -$1.59M -17,746 -16%
Creative Planning
85
Creative Planning
Kansas
$8.23M -$222K -2,474 -3%
SWP
86
Stratos Wealth Partners
Ohio
$8.22M +$73.1K +816 +0.9%
LNB
87
Ledyard National Bank
$8.07M -$275K -3,072 -3%
CA
88
Cornerstone Advisory
Maryland
$7.68M -$769K -8,581 -9%
SMA
89
Simply Money Advisors
Ohio
$7.62M -$1.09M -12,123 -13%
HCIA
90
Hochman Cole Investment Advisors
Illinois
$7.6M -$223K -2,484 -3%
JP Morgan Chase
91
JP Morgan Chase
New York
$7.5M +$33.7K +376 +0.5%
GWM
92
Geneos Wealth Management
Colorado
$7.42M -$263K -2,935 -3%
1IA
93
1834 Investment Advisors
Wisconsin
$7.35M -$63.5K -709 -0.9%
RJT
94
Raymond James Trust
Florida
$7.34M +$251K +2,807 +4%
ABC
95
Associated Banc-Corp
Wisconsin
$7.03M +$281K +3,131 +4%
TG
96
Threshold Group
Washington
$6.94M
UB
97
UMB Bank
Missouri
$6.91M +$424K +4,728 +7%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$6.87M
Citigroup
99
Citigroup
New York
$6.63M +$54.3K +606 +0.8%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$6.48M +$1.08M +12,045 +20%

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.