State Street SPDR S&P Global Dividend ETF
WDIV
31 hedge funds and large institutions have $56.5M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
40% more capital invested
Capital invested by funds: $40.3M → $56.5M (+$16.3M)
6.78% more ownership
Funds ownership: 31.98% → 38.76% (+6.8%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 32 → 31 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.87M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$721K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$669K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.13M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$639K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$344K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$143K |
| 5 |
SAM
Sequent Asset Management
Houston,
Texas
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $27K | – | – | – |
|
|
HI
27
Hudock Inc
Williamsport,
Pennsylvania
| $21K | +$264 | +4 | +1% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $20K | +$20.5K | +310 | New |
|
|
DADC
29
D.A. Davidson & Co
Great Falls,
Montana
| $18K | – | – | – |
|
|
OIA
30
OneDigital Investment Advisors
Overland Park,
Kansas
| $5K | +$5.22K | +79 | New |
|
|
AI
31
Atria Investments
Charlotte,
North Carolina
| – | -$344K | -5,323 | Closed |
|
32
US Bancorp
Minneapolis,
Minnesota
| – | -$39K | -608 | Closed |
|
|
BTIS
33
BB&T Investment Services
Charlotte,
North Carolina
| – | -$11K | -175 | Closed |
|
WDIV Hedge Fund Activity: Q2 2017 in Review
31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2017, worth a combined $56.5M — up 40% from $40.3M a quarter earlier.
Fund positioning in WDIV was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.87M. The largest seller was Morgan Stanley, cutting an estimated $1.13M.
- 31 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2017, down from 32 in Q1 2017.
- Funds reported $56.5M of State Street SPDR S&P Global Dividend ETF stock for Q2 2017, up 40% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2017 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2017 was AE Wealth Management, an estimated $7.87M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2017.