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AAM S&P 500 High Dividend Value ETF
SPDV

7 hedge funds and large institutions have $6.14M invested in AAM S&P 500 High Dividend Value ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more capital inflows, than outflows

Capital inflows: $5.07M | Capital outflows: $740K

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

157.07% more ownership

Funds ownership: 66.94% → 224% (+157%)

40% more funds holding

Funds holding: 5 → 7 (+2)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.06M
2
Citadel Advisors
Citadel Advisors
Florida
+$955K
3
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
+$795K
4
LPL Financial
LPL Financial
California
+$219K
5
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
+$23.3K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$740K

SPDV Hedge Fund Activity: Q3 2018 in Review

7 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q3 2018, worth a combined $6.14M — up 244% from $1.78M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPDV positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $3.06M. The largest seller was Jane Street, exiting entirely with an estimated $740K sold.

  • 7 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q3 2018, up from 5 in Q2 2018.
  • Funds reported $6.14M of AAM S&P 500 High Dividend Value ETF stock for Q3 2018, up 244% quarter-over-quarter.
  • 3 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q3 2018 and 1 closed out, a net change of +2 holders.
  • The largest AAM S&P 500 High Dividend Value ETF buyer in Q3 2018 was CAPTRUST Financial Advisors, an estimated $3.06M added.
  • The largest AAM S&P 500 High Dividend Value ETF seller in Q3 2018 was Jane Street, an estimated $740K sold.

Based on aggregated 13F filings for Q3 2018.