AAM S&P 500 High Dividend Value ETF
SPDV
10 hedge funds and large institutions have $5.21M invested in AAM S&P 500 High Dividend Value ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
9% less funds holding
Funds holding: 11 → 10 (-1)
28.04% less ownership
Funds ownership: 54.05% → 26.01% (-28%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
77% less capital invested
Capital invested by funds: $22.2M → $5.21M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$600K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$367K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$31.5K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$21.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$8.66M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.86M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$722K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$640K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$507K |
SPDV Hedge Fund Activity: Q1 2020 in Review
10 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2020, worth a combined $5.21M — down 77% from $22.2M a quarter earlier.
Fund positioning in SPDV was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $600K. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $8.66M sold.
- 10 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2020, down from 11 in Q4 2019.
- Funds reported $5.21M of AAM S&P 500 High Dividend Value ETF stock for Q1 2020, down 77% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2020 and 5 closed out, a net change of 0 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2020 was LPL Financial, an estimated $600K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2020 was Cardan Capital Partners, an estimated $8.66M sold.
Based on aggregated 13F filings for Q1 2020.