AAM S&P 500 High Dividend Value ETF
SPDV
32 hedge funds and large institutions have $25.6M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
7% more funds holding
Funds holding: 30 → 32 (+2)
0.29% less ownership
Funds ownership: 42.84% → 42.55% (-0.29%)
5% less capital invested
Capital invested by funds: $27M → $25.6M (-$1.42M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$877K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$453K |
| 3 |
JP Morgan Chase
New York
|
+$79.2K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$41.1K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$915K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$566K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$258K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$227K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $44.4K | -$1.38K | -41 | -3% |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $22.8K | – | – | – |
|
|
PA
28
PSI Advisors
Tampa,
Florida
| $17.8K | +$135 | +4 | +0.7% |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $16.3K | +$6.75K | +200 | +67% |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.98K | +$4.15K | +123 | New |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $33 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$566K | -16,859 | Closed |
|
SPDV Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q4 2024, worth a combined $25.6M — down 5.3% from $27M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPDV positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $877K. The largest seller was LPL Financial, cutting an estimated $915K.
- 32 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $25.6M of AAM S&P 500 High Dividend Value ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
- 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $877K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q4 2024 was LPL Financial, an estimated $915K sold.
Based on aggregated 13F filings for Q4 2024.