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State Street SPDR S&P Dividend ETF

364 hedge funds and large institutions have $3.9B invested in State Street SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

46% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $3.62M

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

12% more capital invested

Capital invested by funds: $3.47B → $3.9B (+$426M)

12% more funds holding

Funds holding: 325364 (+39)

10% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 116

2.79% more ownership

Funds ownership: 27.98%30.78% (+2.8%)

Holders
364
Holders Change
+39
Holders Change %
+12%
% of All Funds
10.57%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
1.34%
New
66
Increased
128
Reduced
116
Closed
21
Calls
$5.26M
Puts
$3.62M
Net Calls
+$1.65M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Prudential plc
United Kingdom
$4.14M +$4.1M +57,000 New
RA
102
Rational Advisors
New York
$4.05M
FPA
103
Fieldpoint Private Advisors
New York
$3.98M -$43.8K -610 -1%
WTC
104
WhitTier Trust Company
Nevada
$3.86M +$71.2K +990 +2%
LWM
105
Lenox Wealth Management
Ohio
$3.84M +$3.8M +52,873 New
CT
106
Coastline Trust
Rhode Island
$3.83M +$57.5K +800 +2%
FAG
107
Financial Advisory Group
Texas
$3.77M -$5.2M -72,383 -58%
US Bancorp
108
US Bancorp
Minnesota
$3.62M -$48.4K -674 -1%
NFG
109
NewFocus Financial Group
Washington
$3.6M +$3.57M +49,609 New
CI
110
Conning Inc
Connecticut
$3.53M
PI
111
Placemark Investments
Illinois
$3.52M +$391K +5,443 +13%
CTC
112
Central Trust Company
Missouri
$3.47M +$14.6K +203 +0.4%
ACM
113
Argentus Capital Management
Texas
$3.4M -$52K -724 -2%
RC
114
Roundview Capital
New Jersey
$3.34M +$28.8K +400 +0.9%
FAAS
115
First Allied Advisory Services
California
$3.29M -$717K -9,979 -18%
WT
116
Whittier Trust
California
$3.27M -$92K -1,280 -3%
MA
117
Montag & Associates
Georgia
$3.15M +$81.6K +1,135 +3%
AAM
118
Aureus Asset Management
Massachusetts
$3.12M -$4.58M -63,759 -60%
1IA
119
1834 Investment Advisors
Wisconsin
$3.11M -$139K -1,933 -4%
CWM
120
Concert Wealth Management
California
$3.06M -$895K -12,455 -23%
VFS
121
VSR Financial Services
Kansas
$3M -$260K -3,621 -8%
NFG
122
Nadler Financial Group
Illinois
$2.88M -$11.7K -163 -0.4%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$2.77M -$340K -4,737 -11%
TCOV
124
Trust Company of Vermont
Vermont
$2.62M +$4.82K +67 +0.2%
RJT
125
Raymond James Trust
Florida
$2.57M +$11.5K +160 +0.5%