State Street SPDR S&P Global Dividend ETF
WDIV
48 hedge funds and large institutions have $131M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.
3% more capital invested
Capital invested by funds: $128M → $131M (+$3.22M)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
4% less funds holding
Funds holding: 50 → 48 (-2)
6.37% less ownership
Funds ownership: 59.81% → 53.44% (-6.4%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$13.3M |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$9.62M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$39.4M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.49M |
| 4 |
AssetMark Inc
Concord,
California
|
-$624K |
| 5 |
Morgan Stanley
New York
|
-$420K |
WDIV Hedge Fund Activity: Q1 2019 in Review
48 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2019, worth a combined $131M — up 2.5% from $128M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WDIV and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 18 added.
The largest buyer was AE Wealth Management, adding an estimated $13.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.4M.
- 48 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2019, down from 50 in Q4 2018.
- Funds reported $131M of State Street SPDR S&P Global Dividend ETF stock for Q1 2019, up 2.5% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2019 and 5 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2019 was AE Wealth Management, an estimated $13.6M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2019 was JP Morgan Chase, an estimated $39.4M sold.
Based on aggregated 13F filings for Q1 2019.