State Street SPDR S&P Dividend ETF
860 hedge funds and large institutions have $7.98B invested in State Street SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.
314% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 37
167% more capital inflows, than outflows
Capital inflows: $963M | Capital outflows: $361M
130% more call options, than puts
Call options by funds: $8.2M | Put options by funds: $3.56M
43% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 222
29% more funds holding in top 10
Funds holding in top 10: 56 → 72 (+16)
14% more funds holding
Funds holding: 752 → 860 (+108)
1.83% more ownership
Funds ownership: 37.89% → 39.72% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$162M |
| 2 |
3EDGE Asset Management
Naples,
Florida
|
+$152M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$107M |
| 4 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$60.7M |
| 5 |
BOK Financial Private Wealth
Denver,
Colorado
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$228M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$25.7M |
| 3 |
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$19.8M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$12.2M |
| 5 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.96M |
SDY Hedge Fund Activity: Q4 2019 in Review
860 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2019, worth a combined $7.98B — up 11% from $7.17B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new SDY positions and 37 closed out — a net gain of 116 holders — while 318 added to existing stakes and 222 trimmed.
The largest buyer was Truist Financial, adding an estimated $162M. The largest seller was JP Morgan Chase, cutting an estimated $228M.
- 860 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2019, up from 752 in Q3 2019.
- Funds reported $7.98B of State Street SPDR S&P Dividend ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 153 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2019 and 37 closed out, a net change of +116 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2019 was Truist Financial, an estimated $162M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2019 was JP Morgan Chase, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2019.