AAM S&P 500 High Dividend Value ETF
SPDV
27 hedge funds and large institutions have $20.2M invested in AAM S&P 500 High Dividend Value ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
35% more capital invested
Capital invested by funds: $15M → $20.2M (+$5.22M)
29% more funds holding
Funds holding: 21 → 27 (+6)
4.19% more ownership
Funds ownership: 29.71% → 33.9% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$932K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$889K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$765K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$733K |
| 5 |
LPL Financial
San Diego,
California
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$651K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$170K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$55K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$2.04K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
RCM
27
Raleigh Capital Management
Cary,
North Carolina
| $5K | +$5K | +159 | New |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$55K | -1,789 | Closed |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$2K | -50 | Closed |
|
SPDV Hedge Fund Activity: Q1 2022 in Review
27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2022, worth a combined $20.2M — up 35% from $15M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPDV positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $932K. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $651K.
- 27 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2022, up from 21 in Q4 2021.
- Funds reported $20.2M of AAM S&P 500 High Dividend Value ETF stock for Q1 2022, up 35% quarter-over-quarter.
- 10 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2022 and 2 closed out, a net change of +8 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2022 was Cetera Advisor Networks, an estimated $932K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2022 was CAPTRUST Financial Advisors, an estimated $651K sold.
Based on aggregated 13F filings for Q1 2022.