State Street SPDR S&P Dividend ETF
740 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 291 increasing their positions, 235 reducing their positions, and 48 closing their positions.
72% more call options, than puts
Call options by funds: $7.92M | Put options by funds: $4.59M
24% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 235
0% more capital invested
Capital invested by funds: $7.03B → $7.06B (+$28.2M)
0.49% less ownership
Funds ownership: 38.33% → 37.84% (-0.49%)
2% less funds holding
Funds holding: 757 → 740 (-17)
8% less funds holding in top 10
Funds holding in top 10: 64 → 59 (-5)
15% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.8M |
| 3 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$19.1M |
| 4 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$11.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$81.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39.2M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$24.4M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$19.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19.4M |
SDY Hedge Fund Activity: Q2 2019 in Review
740 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2019, worth a combined $7.06B — up 0.4% from $7.03B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of SDY and 41 opened new positions — a net loss of 7 holders — while 235 trimmed existing stakes and 291 added.
The largest buyer was Morgan Stanley, adding an estimated $34.2M. The largest seller was JP Morgan Chase, cutting an estimated $81.3M.
- 740 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2019, down from 757 in Q1 2019.
- Funds reported $7.06B of State Street SPDR S&P Dividend ETF stock for Q2 2019, up 0.4% quarter-over-quarter.
- 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2019 and 48 closed out, a net change of -7 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2019 was Morgan Stanley, an estimated $34.2M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2019 was JP Morgan Chase, an estimated $81.3M sold.
Based on aggregated 13F filings for Q2 2019.