AAM S&P 500 High Dividend Value ETF
SPDV
21 hedge funds and large institutions have $15M invested in AAM S&P 500 High Dividend Value ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $11.9M → $15M (+$3.08M)
11% more funds holding
Funds holding: 19 → 21 (+2)
2.95% more ownership
Funds ownership: 26.76% → 29.71% (+3%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.88M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$859K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$519K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$53.4K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$673K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$251K |
| 3 |
Jane Street
New York
|
-$202K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$190K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$51.3K |
SPDV Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q4 2021, worth a combined $15M — up 26% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPDV positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $1.88M. The largest seller was Avantax Advisory Services, cutting an estimated $673K.
- 21 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q4 2021, up from 19 in Q3 2021.
- Funds reported $15M of AAM S&P 500 High Dividend Value ETF stock for Q4 2021, up 26% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q4 2021 was Cetera Advisor Networks, an estimated $1.88M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q4 2021 was Avantax Advisory Services, an estimated $673K sold.
Based on aggregated 13F filings for Q4 2021.