AAM S&P 500 High Dividend Value ETF
SPDV
30 hedge funds and large institutions have $34.6M 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, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
1.2% more ownership
Funds ownership: 48.94% → 50.14% (+1.2%)
3% more capital invested
Capital invested by funds: $33.4M → $34.6M (+$1.13M)
0% more funds holding
Funds holding: 30 → 30 (0)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$525K |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$312K |
| 4 |
TSWM
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
+$265K |
| 5 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$411K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$369K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$293K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $29.2K | -$28.1K | -900 | -50% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $13.7K | -$293K | -9,387 | -96% |
|
28
Wells Fargo
San Francisco,
California
| $11.3K | +$10.9K | +349 | New |
|
|
SIS
29
Sound Income Strategies
Ft Lauderdale,
Florida
| $4.06K | +$31 | +1 | +0.8% |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $32 | +$31 | +1 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$411K | -12,643 | Closed |
|
|
IWM
32
IHT Wealth Management
Chicago,
Illinois
| – | -$203K | -6,250 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$16.3K | -500 | Closed |
|
|
AAP
34
Arax Advisory Partners
Denver,
Colorado
| – | -$4.39K | -135 | Closed |
|
SPDV Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2025, worth a combined $34.6M — up 3.4% from $33.4M a quarter earlier.
Fund positioning in SPDV was balanced in Q2 2025: 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 $1.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $411K sold.
- 30 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $34.6M of AAM S&P 500 High Dividend Value ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
- 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $1.43M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2025 was Citadel Advisors, an estimated $411K sold.
Based on aggregated 13F filings for Q2 2025.