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AAM S&P 500 High Dividend Value ETF

30 hedge funds and large institutions have $34.6M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 48.94%50.14% (+1.2%)

3% more capital invested

Capital invested by funds: $33.4M → $34.6M (+$1.13M)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M +$525K +16,843 +6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.61M +$1.43M +45,722 +36%
LPL Financial
3
LPL Financial
California
$4.9M +$86.9K +2,789 +2%
FAIM
4
Financial Advocates Investment Management
Washington
$2.62M -$369K -11,836 -13%
PVI
5
Pine Valley Investments
New Jersey
$1.79M +$19K +609 +1%
AAS
6
Ameritas Advisory Services
Nebraska
$1.21M +$842 +27 +0.1%
ACP
7
Aviance Capital Partners
Florida
$1.03M -$41.6K -1,335 -4%
TSWM
8
Tyler-Stone Wealth Management
Ohio
$736K +$265K +8,500 +60%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$715K -$69.7K -2,235 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$700K +$25.2K +809 +4%
Stifel Financial
11
Stifel Financial
Missouri
$592K -$21.6K -693 -4%
KPWS
12
Kestra Private Wealth Services
Texas
$550K -$34.8K -1,116 -6%
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$548K +$188K +6,018 +55%
HighTower Advisors
14
HighTower Advisors
Illinois
$542K -$54.6K -1,750 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$456K -$11.7K -376 -3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$351K -$249K -7,986 -42%
Raymond James Financial
17
Raymond James Financial
Florida
$346K -$226K -7,240 -40%
BAAM
18
Baker Avenue Asset Management
California
$324K +$312K +10,000 New
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$324K +$312K +10,000 New
SSWM
20
Strait & Sound Wealth Management
California
$305K -$43.4K -1,393 -13%
SWP
21
Stratos Wealth Partners
Ohio
$221K -$61.7K -1,979 -22%
Morgan Stanley
22
Morgan Stanley
New York
$219K +$281 +9 +0.1%
NA
23
NewEdge Advisors
Louisiana
$205K +$52.7K +1,689 +37%
JP Morgan Chase
24
JP Morgan Chase
New York
$89K +$64.6K +2,073 +309%
CFD
25
Creative Financial Designs
Indiana
$55.2K +$561 +18 +1%

SPDV Hedge Fund Activity: Q2 2025 in Review

30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q2 2025, worth a combined $34.6M — up 3.4% from $33.4M a quarter earlier.

Fund positioning in SPDV was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $411K sold.

  • 30 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $34.6M of AAM S&P 500 High Dividend Value ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 4 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest AAM S&P 500 High Dividend Value ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $1.43M added.
  • The largest AAM S&P 500 High Dividend Value ETF seller in Q2 2025 was Citadel Advisors, an estimated $411K sold.

Based on aggregated 13F filings for Q2 2025.