AAM S&P 500 High Dividend Value ETF
SPDV
16 hedge funds and large institutions have $9.6M invested in AAM S&P 500 High Dividend Value ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
202% more capital inflows, than outflows
Capital inflows: $3.24M | Capital outflows: $1.07M
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more funds holding
Funds holding: 12 → 16 (+4)
1.11% more ownership
Funds ownership: 22.31% → 23.42% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.62M |
| 2 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$458K |
| 3 |
Ameritas Investment Company
Lincoln,
Nebraska
|
+$378K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$302K |
| 5 |
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Advocates Investment Management
Olympia,
Washington
|
-$502K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$279K |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$127K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$89.3K |
| 5 |
Steward Partners Investment Advisory
New York
|
-$70.4K |
SPDV Hedge Fund Activity: Q2 2021 in Review
16 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2021, worth a combined $9.6M — up 35% from $7.12M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPDV positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.62M. The largest seller was Financial Advocates Investment Management, cutting an estimated $502K.
- 16 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2021, up from 12 in Q1 2021.
- Funds reported $9.6M of AAM S&P 500 High Dividend Value ETF stock for Q2 2021, up 35% quarter-over-quarter.
- 6 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2021 and 2 closed out, a net change of +4 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2021 was LPL Financial, an estimated $1.62M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2021 was Financial Advocates Investment Management, an estimated $502K sold.
Based on aggregated 13F filings for Q2 2021.