AAM S&P 500 High Dividend Value ETF
SPDV
33 hedge funds and large institutions have $24.5M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 33 → 33 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
7.48% less ownership
Funds ownership: 47% → 39.52% (-7.5%)
22% less capital invested
Capital invested by funds: $31.2M → $24.5M (-$6.7M)
65% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$776K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$570K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$275K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$241K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.43M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.68M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$848K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$723K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$614K |
SPDV Hedge Fund Activity: Q4 2023 in Review
33 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q4 2023, worth a combined $24.5M — down 22% from $31.2M a quarter earlier.
Fund positioning in SPDV was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 17 trimmed.
The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $776K. The largest seller was LPL Financial, cutting an estimated $5.43M.
- 33 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $24.5M of AAM S&P 500 High Dividend Value ETF stock for Q4 2023, down 22% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q4 2023 was Aviance Capital Partners, an estimated $776K added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q4 2023 was LPL Financial, an estimated $5.43M sold.
Based on aggregated 13F filings for Q4 2023.