State Street SPDR S&P Dividend ETF
758 hedge funds and large institutions have $7.03B invested in State Street SPDR S&P Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 257 reducing their positions, and 41 closing their positions.
88% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 41
42% more call options, than puts
Call options by funds: $9.66M | Put options by funds: $6.78M
10% more capital invested
Capital invested by funds: $6.4B → $7.03B (+$631M)
4% more funds holding
Funds holding: 730 → 758 (+28)
2% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 257
1.42% less ownership
Funds ownership: 39.74% → 38.32% (-1.4%)
7% less funds holding in top 10
Funds holding in top 10: 69 → 64 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$30.4M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$26.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.8M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$82.6M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$47.6M |
| 3 |
JP Morgan Chase
New York
|
-$42.8M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$33.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.6M |
SDY Hedge Fund Activity: Q1 2019 in Review
758 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2019, worth a combined $7.03B — up 9.9% from $6.4B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SDY positions and 41 closed out — a net gain of 36 holders — while 263 added to existing stakes and 257 trimmed.
The largest buyer was Ameriprise, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $82.6M.
- 758 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2019, up from 730 in Q4 2018.
- Funds reported $7.03B of State Street SPDR S&P Dividend ETF stock for Q1 2019, up 9.9% quarter-over-quarter.
- 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2019 and 41 closed out, a net change of +36 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2019 was Ameriprise, an estimated $54.4M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2019 was Bank of America, an estimated $82.6M sold.
Based on aggregated 13F filings for Q1 2019.