State Street SPDR S&P Dividend ETF
325 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.
116% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $4.88M
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
5% more funds holding in top 10
Funds holding in top 10: 38 → 40 (+2)
1% more capital invested
Capital invested by funds: $3.46B → $3.5B (+$39.2M)
0% more funds holding
Funds holding: 325 → 325 (0)
0% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 122
1.15% less ownership
Funds ownership: 29.14% → 27.98% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$32.1M |
| 2 |
Goldman Sachs
New York
|
+$20.6M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$17.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.7M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$96.9M |
| 2 |
Morgan Stanley
New York
|
-$52.2M |
| 3 |
B
Baird
Milwaukee,
Wisconsin
|
-$33.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13.6M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$12.9M |
SDY Hedge Fund Activity: Q3 2013 in Review
325 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2013, worth a combined $3.5B — up 1.1% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SDY positions and 24 closed out — a net gain of 4 holders — while 122 added to existing stakes and 122 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $32.1M. The largest seller was State Street, cutting an estimated $96.9M.
- 325 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $3.5B of State Street SPDR S&P Dividend ETF stock for Q3 2013, up 1.1% quarter-over-quarter.
- 28 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2013 and 24 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $32.1M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2013 was State Street, an estimated $96.9M sold.
Based on aggregated 13F filings for Q3 2013.