State Street SPDR S&P Dividend ETF
1,033 hedge funds and large institutions have $8.7B invested in State Street SPDR S&P Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 397 increasing their positions, 291 reducing their positions, and 60 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 291
24% more funds holding in top 10
Funds holding in top 10: 49 → 61 (+12)
23% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 60
0.91% more ownership
Funds ownership: 41.27% → 42.18% (+0.91%)
0% more funds holding
Funds holding: 1,028 → 1,033 (+5)
0% less capital invested
Capital invested by funds: $8.7B → $8.7B (-$561K)
42% less call options, than puts
Call options by funds: $9.66M | Put options by funds: $16.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$155M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$154M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$83.2M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$47.4M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$37.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$17.6M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$12.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.1M |
| 5 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$11.1M |
SDY Hedge Fund Activity: Q2 2022 in Review
1,033 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2022, worth a combined $8.7B — down 0.01% from $8.7B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SDY positions and 60 closed out — a net gain of 14 holders — while 397 added to existing stakes and 291 trimmed.
The largest buyer was Ameriprise, adding an estimated $155M. The largest seller was 3EDGE Asset Management, cutting an estimated $37.7M.
- 1,033 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2022, up from 1,028 in Q1 2022.
- Funds reported $8.7B of State Street SPDR S&P Dividend ETF stock for Q2 2022, down 0.01% quarter-over-quarter.
- 74 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2022 and 60 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2022 was Ameriprise, an estimated $155M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2022 was 3EDGE Asset Management, an estimated $37.7M sold.
Based on aggregated 13F filings for Q2 2022.