AAM S&P 500 High Dividend Value ETF
SPDV
13 hedge funds and large institutions have $6.91M invested in AAM S&P 500 High Dividend Value ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
18% more funds holding
Funds holding: 11 → 13 (+2)
0% more capital invested
Capital invested by funds: $6.87M → $6.91M (+$34K)
2.56% less ownership
Funds ownership: 29.19% → 26.63% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$350K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$230K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$219K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$118K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$36.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$401K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$348K |
| 4 |
LPL Financial
San Diego,
California
|
-$32.9K |
SPDV Hedge Fund Activity: Q4 2020 in Review
13 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q4 2020, worth a combined $6.91M — up 0.49% from $6.87M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPDV positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Laird Norton Wetherby Wealth Management, opening a new position worth an estimated $350K. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.16M.
- 13 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q4 2020, up from 11 in Q3 2020.
- Funds reported $6.91M of AAM S&P 500 High Dividend Value ETF stock for Q4 2020, up 0.49% quarter-over-quarter.
- 3 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q4 2020 was Laird Norton Wetherby Wealth Management, an estimated $350K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q4 2020 was CAPTRUST Financial Advisors, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2020.