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AAM S&P 500 High Dividend Value ETF
SPDV

38 hedge funds and large institutions have $34.5M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $32.3M → $34.5M (+$2.25M)

3% more funds holding

Funds holding: 37 → 38 (+1)

1.46% more ownership

Funds ownership: 44.25% → 45.71% (+1.5%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$2.49M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$815K
3
Osaic Holdings
Osaic Holdings
Arizona
+$688K
4
Jane Street
Jane Street
New York
+$534K
5
RJA
Raymond James & Associates
Florida
+$361K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$1.24M
2
AAS
Avantax Advisory Services
Texas
-$1.09M
3
LPL Financial
LPL Financial
California
-$832K
4
BAM
Belpointe Asset Management
Nevada
-$77.4K
5
IWM
IHT Wealth Management
Illinois
-$59.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$211K +$219K +7,492 New
Morgan Stanley
27
Morgan Stanley
New York
$207K -$17K -582 -7%
KAS
28
Kestra Advisory Services
Texas
$201K +$1.52K +52 +0.7%
IGWM
29
ICA Group Wealth Management
Colorado
$168K +$50.2K +1,715 +40%
CFD
30
Creative Financial Designs
Indiana
$88K +$995 +34 +1%
RG
31
Retirement Group
California
$73K – – –
Wells Fargo
32
Wells Fargo
California
$37.1K +$234 +8 +0.6%
NA
33
NewEdge Advisors
Louisiana
$19.7K – – –
BAM
34
Belpointe Asset Management
Nevada
$13.9K -$77.4K -2,645 -84%
SIS
35
Sound Income Strategies
Florida
$8.12K – – –
RCM
36
Raleigh Capital Management
North Carolina
$4.66K +$59 +2 +1%
UBS Group
37
UBS Group
Switzerland
$3.64K -$46.2K -1,581 -92%
GRP
38
Global Retirement Partners
California
$27 +$29 +1 New
RIA
39
Realta Investment Advisors
Delaware
– -$20.4K -700 Closed
ASN
40
Advisory Services Network
Georgia
– -$17.5K -602 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– -$6K -200 Closed
1
2

SPDV Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2023, worth a combined $34.5M — up 7% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SPDV positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $2.49M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.24M.

  • 38 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2023, up from 37 in Q4 2022.
  • Funds reported $34.5M of AAM S&P 500 High Dividend Value ETF stock for Q1 2023, up 7% quarter-over-quarter.
  • 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2023 was Financial Advocates Investment Management, an estimated $2.49M added.
  • The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2023 was Ameritas Advisory Services, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2023.