AAM S&P 500 High Dividend Value ETF
SPDV
SPDV
35 hedge funds and large institutions have $37.8M invested in AAM S&P 500 High Dividend Value ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
8.61% less ownership
Funds ownership: 51.84% → 43.23% (-8.6%)
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.11M | |
| 2 | +$678K | |
| 3 | +$281K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$151K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$92.5K |
Top Sellers
| 1 | -$4.17M | |
| 2 | -$598K | |
| 3 | -$383K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$99.9K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$84.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $119K |
|
|||
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $65.2K |
|
|||
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $55.8K |
|
|||
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $33.5K |
|
|||
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $21.8K |
|
|||
|
PA
31
Parallel Advisors
San Francisco,
California
| $14K |
|
|||
32
Fidelity Investments
Boston,
Massachusetts
| $1.72K |
|
|||
|
VAI
33
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $1.23K |
|
|||
|
OSAM
34
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $372 |
|
|||
35
Wells Fargo
San Francisco,
California
| $32 |
|
|||
36
Citadel Advisors
Miami,
Florida
| – |
|
|||
37
Jane Street
New York
| – |
|