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AAM S&P 500 High Dividend Value ETF

31 hedge funds and large institutions have $39.7M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

15% more capital invested

Capital invested by funds: $34.6M → $39.7M (+$5.1M)

3% more funds holding

Funds holding: 3031 (+1)

3.04% more ownership

Funds ownership: 50.14%53.17% (+3%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M -$441K -13,049 -4%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.51M +$491K +14,525 +8%
LPL Financial
3
LPL Financial
California
$5.61M +$350K +10,344 +7%
FAIM
4
Financial Advocates Investment Management
Washington
$2.77M -$35.5K -1,050 -1%
PVI
5
Pine Valley Investments
New Jersey
$1.98M +$58.5K +1,731 +3%
Jane Street
6
Jane Street
New York
$1.9M +$1.85M +54,585 New
AAS
7
Ameritas Advisory Services
Nebraska
$1.23M -$71K -2,098 -6%
ACP
8
Aviance Capital Partners
Florida
$1.1M -$1.18K -35 -0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$814K +$427K +12,621 +117%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$767K +$812 +24 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$726K -$22.6K -668 -3%
LNWWM
12
Laird Norton Wetherby Wealth Management
California
$695K +$338K +10,000 +100%
Stifel Financial
13
Stifel Financial
Missouri
$672K +$37.2K +1,100 +6%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$582K -$4.53K -134 -0.8%
HighTower Advisors
15
HighTower Advisors
Illinois
$526K -$52.4K -1,550 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$487K -$1.25K -37 -0.3%
Raymond James Financial
17
Raymond James Financial
Florida
$458K +$85.9K +2,540 +24%
KPWS
18
Kestra Private Wealth Services
Texas
$436K -$149K -4,408 -26%
SSWM
19
Strait & Sound Wealth Management
California
$352K +$23.9K +706 +7%
BAAM
20
Baker Avenue Asset Management
California
$347K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$273K +$266K +7,868 New
PI
22
PFG Investments
New York
$257K +$251K +7,409 New
SWP
23
Stratos Wealth Partners
Ohio
$238K +$846 +25 +0.4%
Morgan Stanley
24
Morgan Stanley
New York
$234K -$473 -14 -0.2%
NA
25
NewEdge Advisors
Louisiana
$223K +$3.38K +100 +2%

SPDV Hedge Fund Activity: Q3 2025 in Review

31 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AAM S&P 500 High Dividend Value ETF (SPDV) for Q3 2025, worth a combined $39.7M — up 15% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPDV positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.85M. The largest seller was Osaic Holdings, cutting an estimated $441K.

  • 31 institutional investors held AAM S&P 500 High Dividend Value ETF (SPDV) as of Q3 2025, up from 30 in Q2 2025.
  • Funds reported $39.7M of AAM S&P 500 High Dividend Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 3 funds opened new AAM S&P 500 High Dividend Value ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest AAM S&P 500 High Dividend Value ETF buyer in Q3 2025 was Jane Street, an estimated $1.85M added.
  • The largest AAM S&P 500 High Dividend Value ETF seller in Q3 2025 was Osaic Holdings, an estimated $441K sold.

Based on aggregated 13F filings for Q3 2025.