AAM S&P 500 High Dividend Value ETF
SPDV
36 hedge funds and large institutions have $40.1M 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, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
6% more funds holding
Funds holding: 34 → 36 (+2)
0% more capital invested
Capital invested by funds: $40M → $40.1M (+$75.5K)
6.07% less ownership
Funds ownership: 51.84% → 45.77% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$678K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$281K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$151K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$92.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$598K |
| 3 |
Jane Street
New York
|
-$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 |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $174K | -$61.4K | -1,655 | -26% |
|
27
JP Morgan Chase
New York
| $119K | +$10.8K | +291 | +10% |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $65.2K | +$631 | +17 | +1% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $55.8K | +$55.7K | +1,500 | New |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $33.5K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $21.8K | +$6.13K | +165 | +39% |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $14K | +$13.9K | +375 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $1.72K | +$1.71K | +46 | New |
|
|
VAI
34
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $1.23K | +$1.23K | +33 | New |
|
|
OSAM
35
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $372 | +$371 | +10 | New |
|
36
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$598K | -17,260 | Closed |
|
|
38
Jane Street
New York
| – | -$383K | -11,067 | Closed |
|
SPDV Hedge Fund Activity: Q1 2026 in Review
36 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2026, worth a combined $40.1M — up 0.19% from $40M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPDV positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $1.11M. The largest seller was Osaic Holdings, cutting an estimated $4.17M.
- 36 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2026, up from 34 in Q4 2025.
- Funds reported $40.1M of AAM S&P 500 High Dividend Value ETF stock for Q1 2026, up 0.19% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2026 and 2 closed out, a net change of +3 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2026 was Raymond James Financial, an estimated $1.11M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $4.17M sold.
Based on aggregated 13F filings for Q1 2026.