AAM S&P 500 High Dividend Value ETF
SPDV
37 hedge funds and large institutions have $32.3M invested in AAM S&P 500 High Dividend Value ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
37% more funds holding
Funds holding: 27 → 37 (+10)
22% more capital invested
Capital invested by funds: $26.5M → $32.3M (+$5.78M)
1.79% more ownership
Funds ownership: 42.46% → 44.25% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.15M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$709K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$340K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$576K |
| 3 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$286K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$272K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$250K |
SPDV Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q4 2022, worth a combined $32.3M — up 22% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPDV positions and 2 closed out — a net gain of 11 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.22M. The largest seller was Jane Street, cutting an estimated $2.46M.
- 37 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $32.3M of AAM S&P 500 High Dividend Value ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 13 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q4 2022 was LPL Financial, an estimated $1.22M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q4 2022 was Jane Street, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2022.