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AAM S&P 500 High Dividend Value ETF
SPDV

36 hedge funds and large institutions have $29.1M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $24.7M → $29.1M (+$4.46M)

9% more funds holding

Funds holding: 33 → 36 (+3)

5.98% more ownership

Funds ownership: 39.87% → 45.85% (+6%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.21M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.72M
3
HighTower Advisors
HighTower Advisors
Illinois
+$529K
4
AAS
Ameritas Advisory Services
Nebraska
+$223K
5
SWP
Stratos Wealth Partners
Ohio
+$209K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ameritas Investment Partners
Nebraska
-$636K
2
CAN
Cetera Advisor Networks
California
-$442K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$345K
4
FAIM
Financial Advocates Investment Management
Washington
-$285K
5
GVAG
Great Valley Advisor Group
Delaware
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$214K +$202K +6,808 New
CFD
27
Creative Financial Designs
Indiana
$102K +$1.16K +39 +1%
GWM
28
Geneos Wealth Management
Colorado
$86.4K -$44.6K -1,500 -35%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$31.4K +$29.7K +1,000 New
RG
30
Retirement Group
California
$25.1K – – –
NA
31
NewEdge Advisors
Louisiana
$22K – – –
UBS Group
32
UBS Group
Switzerland
$17.6K -$51.2K -1,723 -75%
PIS
33
POM Investment Strategies
North Carolina
$17K +$178 +6 +1%
SIS
34
Sound Income Strategies
Florida
$12.6K +$8.29K +279 +231%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$6.71K -$8.53K -287 -57%
GRP
36
Global Retirement Partners
California
$31 – – –
Wells Fargo
37
Wells Fargo
California
$13 – – –
AIP
38
Ameritas Investment Partners
Nebraska
– -$636K -21,552 Closed
GVAG
39
Great Valley Advisor Group
Delaware
– -$231K -7,842 Closed
1
2

SPDV Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2024, worth a combined $29.1M — up 18% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPDV positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.21M. The largest seller was Ameritas Investment Partners, exiting entirely with an estimated $636K sold.

  • 36 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $29.1M of AAM S&P 500 High Dividend Value ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2024 was Osaic Holdings, an estimated $2.21M added.
  • The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2024 was Ameritas Investment Partners, an estimated $636K sold.

Based on aggregated 13F filings for Q1 2024.