AAM S&P 500 High Dividend Value ETF
SPDV
34 hedge funds and large institutions have $24.7M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
3.76% less ownership
Funds ownership: 45.85% → 42.1% (-3.8%)
6% less funds holding
Funds holding: 36 → 34 (-2)
15% less capital invested
Capital invested by funds: $29.1M → $24.7M (-$4.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$612K |
| 2 |
Jane Street
New York
|
+$353K |
| 3 |
TSWM
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
+$201K |
| 4 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$130K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$847K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$493K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$448K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$310K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $21.1K | – | – | – |
|
|
PIS
27
POM Investment Strategies
Raleigh,
North Carolina
| $16.4K | +$150 | +5 | +0.9% |
|
|
PA
28
PSI Advisors
Tampa,
Florida
| $16.2K | +$16.2K | +538 | New |
|
29
UBS Group
Zurich,
Switzerland
| $15.2K | -$1.66K | -55 | -10% |
|
|
RWMG
30
Redwood Wealth Management Group
Medford,
New Jersey
| $6.01K | +$6.02K | +200 | New |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.01K | +$3.01K | +100 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $30 | -$6.41K | -213 | -100% |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $30 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $28 | +$30 | +1 | New |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$847K | -26,966 | Closed |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$448K | -14,268 | Closed |
|
|
BAM
37
Belpointe Asset Management
Reno,
Nevada
| – | -$277K | -8,832 | Closed |
|
|
SIS
38
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$12.6K | -400 | Closed |
|
SPDV Hedge Fund Activity: Q2 2024 in Review
34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2024, worth a combined $24.7M — down 15% from $29.1M a quarter earlier.
Fund positioning in SPDV was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 13 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $612K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $847K sold.
- 34 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2024, down from 36 in Q1 2024.
- Funds reported $24.7M of AAM S&P 500 High Dividend Value ETF stock for Q2 2024, down 15% quarter-over-quarter.
- 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $612K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2024 was Susquehanna International Group, an estimated $847K sold.
Based on aggregated 13F filings for Q2 2024.