State Street SPDR S&P Global Dividend ETF
WDIV
33 hedge funds and large institutions have $62.1M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $56.5M → $62.1M (+$5.57M)
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.43% less ownership
Funds ownership: 38.76% → 37.33% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.2M |
| 2 |
Jane Street
New York
|
+$1.62M |
| 3 |
Morgan Stanley
New York
|
+$934K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$914K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$9.77M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$614K |
| 3 |
JP Morgan Chase
New York
|
-$422K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$301K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $161K | +$36.3K | +539 | +30% |
|
27
Wells Fargo
San Francisco,
California
| $44K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $27K | – | – | – |
|
|
HI
29
Hudock Inc
Williamsport,
Pennsylvania
| $22K | +$202 | +3 | +0.9% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $21K | – | – | – |
|
|
OIA
31
OneDigital Investment Advisors
Overland Park,
Kansas
| $5K | +$67 | +1 | +1% |
|
|
BWL
32
Bogart Wealth LLC
Mclean,
Virginia
| $1K | +$1.28K | +19 | New |
|
|
SS
33
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$9.77M | -147,205 | Closed |
|
|
RJFSA
34
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$301K | -4,529 | Closed |
|
|
DADC
35
D.A. Davidson & Co
Great Falls,
Montana
| – | -$18K | -285 | Closed |
|
WDIV Hedge Fund Activity: Q3 2017 in Review
33 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 Q3 2017, worth a combined $62.1M — up 9.9% from $56.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WDIV positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.2M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $9.77M sold.
- 33 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2017, up from 31 in Q2 2017.
- Funds reported $62.1M of State Street SPDR S&P Global Dividend ETF stock for Q3 2017, up 9.9% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2017 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2017 was AE Wealth Management, an estimated $10.2M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2017 was Simplicity Solutions, an estimated $9.77M sold.
Based on aggregated 13F filings for Q3 2017.