AAM S&P 500 High Dividend Value ETF
SPDV
12 hedge funds and large institutions have $7.12M invested in AAM S&P 500 High Dividend Value ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
3% more capital invested
Capital invested by funds: $6.91M → $7.12M (+$215K)
4.31% less ownership
Funds ownership: 26.63% → 22.31% (-4.3%)
8% less funds holding
Funds holding: 13 → 12 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$446K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$123K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$66.2K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$40.9K |
| 5 |
LPL Financial
San Diego,
California
|
+$29.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$507K |
| 2 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$370K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$241K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$181K |
SPDV Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2021, worth a combined $7.12M — up 3.1% from $6.91M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPDV and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Lincoln National Corp, adding an estimated $446K. The largest seller was Financial Advocates Investment Management, cutting an estimated $507K.
- 12 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2021, down from 13 in Q4 2020.
- Funds reported $7.12M of AAM S&P 500 High Dividend Value ETF stock for Q1 2021, up 3.1% quarter-over-quarter.
- 2 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2021 and 3 closed out, a net change of -1 holder.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2021 was Lincoln National Corp, an estimated $446K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $507K sold.
Based on aggregated 13F filings for Q1 2021.