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AAM S&P 500 High Dividend Value ETF
SPDV

Overview Fund Activity

29 hedge funds and large institutions have $26M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.48M
2
BAAM
Baker Avenue Asset Management
California
+$324K
3
TSWM
Tyler-Stone Wealth Management
Ohio
+$276K
4
KCFA
Key Client Fiduciary Advisors
New Jersey
+$195K
5
LPL Financial
LPL Financial
California
+$90.5K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$6.27M
2
Citadel Advisors
Citadel Advisors
Florida
-$411K
3
FAIM
Financial Advocates Investment Management
Washington
-$384K
4
HI
Harbour Investments
Wisconsin
-$305K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$13.7K -$305K -9,387 -96%
Wells Fargo
27
Wells Fargo
California
$11.3K +$11.3K +349 New
SIS
28
Sound Income Strategies
Florida
$4.06K +$32 +1 +0.8%
GRP
29
Global Retirement Partners
California
$32 +$32 +1 New
Citadel Advisors
30
Citadel Advisors
Florida
– -$411K -12,643 Closed
IWM
31
IHT Wealth Management
Illinois
– -$203K -6,250 Closed
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$16.3K -500 Closed
AAP
33
Arax Advisory Partners
Colorado
– -$4.39K -135 Closed
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