State Street SPDR S&P Dividend ETF
SDY
784 hedge funds and large institutions have $5.65B invested in State Street SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 209 increasing their positions, 346 reducing their positions, and 62 closing their positions.
148% more call options, than puts
Call options by funds: $7.96M | Put options by funds: $3.22M
11% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 62
4% more capital invested
Capital invested by funds: $5.42B → $5.65B (+$225M)
0% less funds holding
Funds holding: 785 → 784 (-1)
1.23% less ownership
Funds ownership: 38.16% → 36.93% (-1.2%)
20% less funds holding in top 10
Funds holding in top 10: 56 → 45 (-11)
40% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 346
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$27.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$25.4M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$10.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$9.56M |
| 5 |
Bank of New York Mellon
New York
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$68.5M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$65.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.6M |
| 4 |
Goldman Sachs
New York
|
-$36.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$34.1M |
SDY Hedge Fund Activity: Q2 2020 in Review
784 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2020, worth a combined $5.65B — up 4.1% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SDY positions and 62 closed out — a net gain of 7 holders — while 209 added to existing stakes and 346 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $27.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.
- 784 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2020, down from 785 in Q1 2020.
- Funds reported $5.65B of State Street SPDR S&P Dividend ETF stock for Q2 2020, up 4.1% quarter-over-quarter.
- 69 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2020 and 62 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2020 was Janney Montgomery Scott, an estimated $27.6M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2020 was Morgan Stanley, an estimated $68.5M sold.
Based on aggregated 13F filings for Q2 2020.