State Street SPDR S&P Dividend ETF
577 hedge funds and large institutions have $4.83B invested in State Street SPDR S&P Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 189 increasing their positions, 212 reducing their positions, and 27 closing their positions.
174% more call options, than puts
Call options by funds: $25.2M | Put options by funds: $9.21M
107% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 27
4% more funds holding
Funds holding: 555 → 577 (+22)
4% less capital invested
Capital invested by funds: $5.06B → $4.83B (-$227M)
2.46% less ownership
Funds ownership: 33.43% → 30.97% (-2.5%)
11% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 212
19% less funds holding in top 10
Funds holding in top 10: 59 → 48 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$23.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.8M |
| 3 |
Morgan Stanley
New York
|
+$21.4M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$11.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$82.3M |
| 2 |
State Street
Boston,
Massachusetts
|
-$54.9M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$52.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45.6M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$32.2M |
SDY Hedge Fund Activity: Q1 2017 in Review
577 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2017, worth a combined $4.83B — down 4.5% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SDY positions and 27 closed out — a net gain of 29 holders — while 189 added to existing stakes and 212 trimmed.
The largest buyer was Bessemer Group, adding an estimated $23.8M. The largest seller was LPL Financial, exiting entirely with an estimated $82.3M sold.
- 577 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2017, up from 555 in Q4 2016.
- Funds reported $4.83B of State Street SPDR S&P Dividend ETF stock for Q1 2017, down 4.5% quarter-over-quarter.
- 56 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2017 and 27 closed out, a net change of +29 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2017 was Bessemer Group, an estimated $23.8M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2017 was LPL Financial, an estimated $82.3M sold.
Based on aggregated 13F filings for Q1 2017.