SPDV icon

AAM S&P 500 High Dividend Value ETF
SPDV

Overview Fund Trends Analyst Outlook Journalist POV

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

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.48M
2
+$324K
3
+$276K
4
KCFA
Key Client Fiduciary Advisors
New Jersey
+$195K
5
LPL Financial
LPL Financial
California
+$90.5K

Top Sellers

1
-$6.27M
2
-$411K
3
-$384K
4
HI
Harbour Investments
Wisconsin
-$305K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$13.7K
Wells Fargo
27
Wells Fargo
California
$11.3K
SIS
28
Sound Income Strategies
Florida
$4.06K
GRP
29
Global Retirement Partners
California
$32
Citadel Advisors
30
Citadel Advisors
Florida
–
IWM
31
IHT Wealth Management
Illinois
–
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
–
AAP
33
Arax Advisory Partners
Colorado
–
1
2