State Street SPDR S&P Dividend ETF
464 hedge funds and large institutions have $4.89B invested in State Street SPDR S&P Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 168 reducing their positions, and 30 closing their positions.
121% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $9.82M
100% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 30
19% more capital invested
Capital invested by funds: $4.12B → $4.89B (+$769M)
6% more funds holding
Funds holding: 439 → 464 (+25)
4.19% more ownership
Funds ownership: 33.96% → 38.15% (+4.2%)
10% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 168
7% less funds holding in top 10
Funds holding in top 10: 45 → 42 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$591M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$60.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$60.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$50.8M |
| 2 |
Bank of New York Mellon
New York
|
-$28.8M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$23.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.2M |
SDY Hedge Fund Activity: Q4 2015 in Review
464 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2015, worth a combined $4.89B — up 19% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SDY positions and 30 closed out — a net gain of 30 holders — while 152 added to existing stakes and 168 trimmed.
The largest buyer was Bank of America, adding an estimated $591M. The largest seller was Gray Financial Group, cutting an estimated $50.8M.
- 464 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2015, up from 439 in Q3 2015.
- Funds reported $4.89B of State Street SPDR S&P Dividend ETF stock for Q4 2015, up 19% quarter-over-quarter.
- 60 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2015 and 30 closed out, a net change of +30 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2015 was Bank of America, an estimated $591M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2015 was Gray Financial Group, an estimated $50.8M sold.
Based on aggregated 13F filings for Q4 2015.