State Street SPDR S&P Global Dividend ETF
WDIV
57 hedge funds and large institutions have $152M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
10% more funds holding
Funds holding: 52 → 57 (+5)
0.64% more ownership
Funds ownership: 69.46% → 70.1% (+0.64%)
13% less capital invested
Capital invested by funds: $175M → $152M (-$22.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$21.6M |
| 2 |
Jane Street
New York
|
+$8.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$483K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.1M |
| 2 |
Morgan Stanley
New York
|
-$14M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.57M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$630K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $25K | +$4.11K | +62 | +20% |
|
|
ACA
52
Aptus Capital Advisors
Fairhope,
Alabama
| $21K | +$20.7K | +312 | New |
|
53
Citigroup
New York
| $20K | -$9.61K | -145 | -33% |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $10K | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $7K | -$10.7K | -161 | -60% |
|
|
SFS
56
Sowell Financial Services
North Little Rock,
Arkansas
| $4K | +$3.78K | +57 | New |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$318K | -4,708 | Closed |
|
|
AWM
59
Arbor Wealth Management
Miramar Beach,
Florida
| – | -$131K | -1,936 | Closed |
|
|
ACA
60
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$77.6K | -1,150 | Closed |
|
WDIV Hedge Fund Activity: Q3 2019 in Review
57 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2019, worth a combined $152M — down 13% from $175M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WDIV positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Freestone Capital Holdings, adding an estimated $21.6M. The largest seller was Ameriprise, cutting an estimated $17.1M.
- 57 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2019, up from 52 in Q2 2019.
- Funds reported $152M of State Street SPDR S&P Global Dividend ETF stock for Q3 2019, down 13% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2019 and 4 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2019 was Freestone Capital Holdings, an estimated $21.6M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2019 was Ameriprise, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2019.