AAM S&P 500 High Dividend Value ETF
SPDV
39 hedge funds and large institutions have $51.4M invested in AAM S&P 500 High Dividend Value ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $40.1M → $51.4M (+$11.3M)
9.27% more ownership
Funds ownership: 45.77% → 55.05% (+9.3%)
8% more funds holding
Funds holding: 36 → 39 (+3)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.88M |
| 2 |
VERPA
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
+$2.85M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.09M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$479K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$346K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$135K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$91.6K |
SPDV Hedge Fund Activity: Q2 2026 in Review
39 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2026, worth a combined $51.4M — up 28% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPDV positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.88M. The largest seller was Private Advisor Group, exiting entirely with an estimated $479K sold.
- 39 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2026, up from 36 in Q1 2026.
- Funds reported $51.4M of AAM S&P 500 High Dividend Value ETF stock for Q2 2026, up 28% quarter-over-quarter.
- 6 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2026 and 2 closed out, a net change of +4 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2026 was Osaic Holdings, an estimated $4.88M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2026 was Private Advisor Group, an estimated $479K sold.
Based on aggregated 13F filings for Q2 2026.