AAM S&P 500 High Dividend Value ETF
SPDV
29 hedge funds and large institutions have $28.3M invested in AAM S&P 500 High Dividend Value ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more capital invested
Capital invested by funds: $20.2M → $28.3M (+$8.07M)
8.28% more ownership
Funds ownership: 33.9% → 42.18% (+8.3%)
7% more funds holding
Funds holding: 27 → 29 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.01M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.49M |
| 3 |
Jane Street
New York
|
+$1.43M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$553K |
| 5 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$294K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$204K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$91.4K |
| 4 |
Morgan Stanley
New York
|
-$44.1K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $5.71K | – | – | – |
|
|
RCM
28
Raleigh Capital Management
Cary,
North Carolina
| $5K | +$31 | +1 | +0.6% |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| $1K | +$1.55K | +50 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -9,287 | Closed |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$204K | -6,426 | Closed |
|
|
PFS
32
Prospera Financial Services
Dallas,
Texas
| – | -$16K | -500 | Closed |
|
SPDV Hedge Fund Activity: Q2 2022 in Review
29 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2022, worth a combined $28.3M — up 40% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPDV positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $4.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $294K sold.
- 29 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2022, up from 27 in Q1 2022.
- Funds reported $28.3M of AAM S&P 500 High Dividend Value ETF stock for Q2 2022, up 40% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2022 was Avantax Advisory Services, an estimated $4.01M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2022 was Susquehanna International Group, an estimated $294K sold.
Based on aggregated 13F filings for Q2 2022.