AAM S&P 500 High Dividend Value ETF
SPDV
38 hedge funds and large institutions have $34.5M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.
99% more capital inflows, than outflows
Capital inflows: $6.99M | Capital outflows: $3.52M
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 37 → 38 (+1)
1.46% more ownership
Funds ownership: 44.25% → 45.71% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Advocates Investment Management
Olympia,
Washington
|
+$2.49M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$815K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$688K |
| 4 |
Jane Street
New York
|
+$534K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.24M |
| 2 |
Avantax Advisory Services
Dallas,
Texas
|
-$1.09M |
| 3 |
LPL Financial
San Diego,
California
|
-$832K |
| 4 |
Belpointe Asset Management
Reno,
Nevada
|
-$77.4K |
| 5 |
IHT Wealth Management
Chicago,
Illinois
|
-$59.8K |
SPDV Hedge Fund Activity: Q1 2023 in Review
38 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2023, worth a combined $34.5M — up 7% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPDV positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Financial Advocates Investment Management, adding an estimated $2.49M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.24M.
- 38 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2023, up from 37 in Q4 2022.
- Funds reported $34.5M of AAM S&P 500 High Dividend Value ETF stock for Q1 2023, up 7% quarter-over-quarter.
- 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2023 was Financial Advocates Investment Management, an estimated $2.49M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2023 was Ameritas Advisory Services, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2023.