State Street SPDR S&P Dividend ETF
876 hedge funds and large institutions have $7.13B invested in State Street SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 320 increasing their positions, 301 reducing their positions, and 60 closing their positions.
38% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 60
6% more funds holding in top 10
Funds holding in top 10: 47 → 50 (+3)
2% more funds holding
Funds holding: 863 → 876 (+13)
6% more repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 301
2% more capital invested
Capital invested by funds: $6.98B → $7.13B (+$157M)
1% less call options, than puts
Call options by funds: $6.7M | Put options by funds: $6.76M
2.66% less ownership
Funds ownership: 41.06% → 38.39% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$35.2M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$35M |
| 3 |
LPL Financial
San Diego,
California
|
+$16.5M |
| 4 |
Morgan Stanley
New York
|
+$12.5M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$414M |
| 2 |
SG Americas Securities
New York
|
-$156M |
| 3 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$156M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$32M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.4M |
SDY Hedge Fund Activity: Q1 2021 in Review
876 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2021, worth a combined $7.13B — up 2.3% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SDY positions and 60 closed out — a net gain of 23 holders — while 320 added to existing stakes and 301 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.2M. The largest seller was Raymond James & Associates, cutting an estimated $414M.
- 876 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2021, up from 863 in Q4 2020.
- Funds reported $7.13B of State Street SPDR S&P Dividend ETF stock for Q1 2021, up 2.3% quarter-over-quarter.
- 83 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2021 and 60 closed out, a net change of +23 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $35.2M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2021 was Raymond James & Associates, an estimated $414M sold.
Based on aggregated 13F filings for Q1 2021.