State Street SPDR S&P Dividend ETF
1,030 hedge funds and large institutions have $8.64B invested in State Street SPDR S&P Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 404 increasing their positions, 274 reducing their positions, and 41 closing their positions.
120% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 41
78% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $3.82M
47% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 274
5% more capital invested
Capital invested by funds: $8.21B → $8.64B (+$433M)
4% more funds holding
Funds holding: 992 → 1,030 (+38)
2% more funds holding in top 10
Funds holding in top 10: 48 → 49 (+1)
1.8% more ownership
Funds ownership: 39.27% → 41.07% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$165M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$87.8M |
| 3 |
Morgan Stanley
New York
|
+$58.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.7M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$74.3M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$35.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33.2M |
| 4 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$9.46M |
| 5 |
ACI
Alpha Cubed Investments
Irvine,
California
|
-$8.29M |
SDY Hedge Fund Activity: Q1 2022 in Review
1,030 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2022, worth a combined $8.64B — up 5.3% from $8.21B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SDY positions and 41 closed out — a net gain of 49 holders — while 404 added to existing stakes and 274 trimmed.
The largest buyer was Bank of America, adding an estimated $165M. The largest seller was Ameriprise, cutting an estimated $74.3M.
- 1,030 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2022, up from 992 in Q4 2021.
- Funds reported $8.64B of State Street SPDR S&P Dividend ETF stock for Q1 2022, up 5.3% quarter-over-quarter.
- 90 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2022 and 41 closed out, a net change of +49 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $165M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2022 was Ameriprise, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2022.