AAM S&P 500 High Dividend Value ETF
SPDV
36 hedge funds and large institutions have $29.1M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
124% more capital inflows, than outflows
Capital inflows: $5.43M | Capital outflows: $2.43M
9% more funds holding
Funds holding: 33 → 36 (+3)
6.33% more ownership
Funds ownership: 39.52% → 45.85% (+6.3%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.21M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.72M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$529K |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$223K |
| 5 |
Stratos Wealth Partners
Beachwood,
Ohio
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$636K |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
-$442K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$345K |
| 4 |
Financial Advocates Investment Management
Olympia,
Washington
|
-$285K |
| 5 |
Great Valley Advisor Group
Wilmington,
Delaware
|
-$231K |
SPDV Hedge Fund Activity: Q1 2024 in Review
36 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q1 2024, worth a combined $29.1M — up 19% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPDV positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.21M. The largest seller was Ameritas Investment Partners, exiting entirely with an estimated $636K sold.
- 36 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q1 2024, up from 33 in Q4 2023.
- Funds reported $29.1M of AAM S&P 500 High Dividend Value ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 5 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest AAM S&P 500 High Dividend Value ETF buyer in Q1 2024 was Osaic Holdings, an estimated $2.21M added.
- The largest AAM S&P 500 High Dividend Value ETF seller in Q1 2024 was Ameritas Investment Partners, an estimated $636K sold.
Based on aggregated 13F filings for Q1 2024.