SPDV icon

AAM S&P 500 High Dividend Value ETF

30 hedge funds and large institutions have $27M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$5.9M 175,834 -11,732 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.45M 102,847 +12,228 +13%
FAIM
3
Financial Advocates Investment Management
Washington
$3.38M 100,787 -5,354 -5%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.6M 77,474 -758 -1%
PVI
5
Pine Valley Investments
New Jersey
$1.71M 50,851 -516 -1%
AAS
6
Ameritas Advisory Services
Nebraska
$1.23M 36,613 +11 +0%
ACP
7
Aviance Capital Partners
Florida
$1.09M 32,380 -661 -2%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$813K 24,239 -368 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$709K 21,219 -353 -2%
Stifel Financial
10
Stifel Financial
Missouri
$694K 20,696 -1,213 -6%
RJA
11
Raymond James & Associates
Florida
$687K 20,471 +42 +0.2%
HI
12
Harbour Investments
Wisconsin
$597K 17,803 +342 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$566K 16,859 +16,859 New
SSWM
14
Strait & Sound Wealth Management
California
$517K 15,402 -7,975 -34%
TSWM
15
Tyler-Stone Wealth Management
Ohio
$476K 14,200 +6,525 +85%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$471K 14,025 +1,049 +8%
Citadel Advisors
17
Citadel Advisors
Florida
$471K 14,023 +14,023 New
KCFA
18
Key Client Fiduciary Advisors
New Jersey
$364K 10,843 +15 +0.1%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$336K 10,000
SWP
20
Stratos Wealth Partners
Ohio
$266K 7,930 +860 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$242K 7,225 -1,094 -13%
Morgan Stanley
22
Morgan Stanley
New York
$237K 7,049 -319 -4%
GWM
23
Geneos Wealth Management
Colorado
$67.1K 2,000
CFD
24
Creative Financial Designs
Indiana
$55.5K 1,653 -1,630 -50%
UBS Group
25
UBS Group
Switzerland
$47.2K 1,407 +900 +178%