State Street SPDR S&P Dividend ETF
448 hedge funds and large institutions have $4.62B invested in State Street SPDR S&P Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 178 increasing their positions, 151 reducing their positions, and 27 closing their positions.
52% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 27
29% more call options, than puts
Call options by funds: $2.45M | Put options by funds: $1.9M
18% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 151
2% more funds holding
Funds holding: 440 → 448 (+8)
1.07% less ownership
Funds ownership: 34.52% → 33.46% (-1.1%)
4% less funds holding in top 10
Funds holding in top 10: 56 → 54 (-2)
5% less capital invested
Capital invested by funds: $4.89B → $4.62B (-$263M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$42.9M |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$42.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$37.8M |
| 4 |
Morgan Stanley
New York
|
+$16M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$149M |
| 2 |
Goldman Sachs
New York
|
-$50.9M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$41M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$24M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$22.1M |
SDY Hedge Fund Activity: Q1 2015 in Review
448 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2015, worth a combined $4.62B — down 5.4% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SDY positions and 27 closed out — a net gain of 14 holders — while 178 added to existing stakes and 151 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $42.9M. The largest seller was Managed Account Advisors, cutting an estimated $149M.
- 448 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2015, up from 440 in Q4 2014.
- Funds reported $4.62B of State Street SPDR S&P Dividend ETF stock for Q1 2015, down 5.4% quarter-over-quarter.
- 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2015 and 27 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2015 was Aviance Capital Management, an estimated $42.9M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2015 was Managed Account Advisors, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2015.