AAM S&P 500 High Dividend Value ETF
SPDV
SPDV
34 hedge funds and large institutions have $40M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
Holders
34
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.78M | |
| 2 | +$1.82M | |
| 3 | +$594K | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$365K |
| 5 |
LNWTC
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
+$344K |
Top Sellers
| 1 | -$1.5M | |
| 2 | -$435K | |
| 3 | -$426K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$307K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $232K |
|
|||
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $220K |
|
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|
KAS
28
Kestra Advisory Services
Austin,
Texas
| $185K |
|
|||
29
JP Morgan Chase
New York
| $102K |
|
|||
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $60.1K |
|
|||
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $31.2K |
|
|||
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $14.6K |
|
|||
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $35 |
|
|||
34
Wells Fargo
San Francisco,
California
| $28 |
|