AAM S&P 500 High Dividend Value ETF
SPDV
19 hedge funds and large institutions have $11.9M invested in AAM S&P 500 High Dividend Value ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.
1,302% more capital inflows, than outflows
Capital inflows: $2.74M | Capital outflows: $196K
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
19% more funds holding
Funds holding: 16 → 19 (+3)
3.33% more ownership
Funds ownership: 23.42% → 26.76% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Advisory Services
Dallas,
Texas
|
+$1.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$647K |
| 3 |
Harbour Investments
Madison,
Wisconsin
|
+$231K |
| 4 |
Jane Street
New York
|
+$204K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisor Networks
El Segundo,
California
|
-$174K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19.8K |
| 3 |
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$1.41K |
SPDV Hedge Fund Activity: Q3 2021 in Review
19 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q3 2021, worth a combined $11.9M — up 24% from $9.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPDV positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.11M. The largest seller was Cetera Advisor Networks, cutting an estimated $174K.
- 19 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q3 2021, up from 16 in Q2 2021.
- Funds reported $11.9M of AAM S&P 500 High Dividend Value ETF stock for Q3 2021, up 24% quarter-over-quarter.
- 3 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q3 2021 was Avantax Advisory Services, an estimated $1.11M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q3 2021 was Cetera Advisor Networks, an estimated $174K sold.
Based on aggregated 13F filings for Q3 2021.