State Street SPDR S&P Global Dividend ETF
WDIV
32 hedge funds and large institutions have $40.3M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
50% more capital invested
Capital invested by funds: $26.9M → $40.3M (+$13.4M)
28% more funds holding
Funds holding: 25 → 32 (+7)
6.39% more ownership
Funds ownership: 25.59% → 31.98% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.05M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.93M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.74M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$760K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$362K |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$334K |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$226K |
| 4 |
LPL Financial
San Diego,
California
|
-$25.5K |
| 5 |
Morgan Stanley
New York
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $42K | +$31.9K | +500 | +333% |
|
27
US Bancorp
Minneapolis,
Minnesota
| $39K | +$28K | +439 | +260% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $26K | +$128 | +2 | +0.5% |
|
|
HI
29
Hudock Inc
Williamsport,
Pennsylvania
| $20K | +$15.1K | +237 | +289% |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $18K | – | – | – |
|
|
BTIS
31
BB&T Investment Services
Charlotte,
North Carolina
| $11K | +$11.2K | +175 | New |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$362K | -5,858 | Closed |
|
|
GWM
33
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$226K | -3,650 | Closed |
|
WDIV Hedge Fund Activity: Q1 2017 in Review
32 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2017, worth a combined $40.3M — up 50% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WDIV positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $3.05M. The largest seller was Old Mission Capital, exiting entirely with an estimated $362K sold.
- 32 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2017, up from 25 in Q4 2016.
- Funds reported $40.3M of State Street SPDR S&P Global Dividend ETF stock for Q1 2017, up 50% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2017 and 2 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2017 was AE Wealth Management, an estimated $3.05M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2017 was Old Mission Capital, an estimated $362K sold.
Based on aggregated 13F filings for Q1 2017.