State Street SPDR S&P Global Dividend ETF
WDIV
54 hedge funds and large institutions have $102M invested in State Street SPDR S&P Global Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.24% less ownership
Funds ownership: 73.2% → 69.96% (-3.2%)
10% less funds holding
Funds holding: 60 → 54 (-6)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
39% less capital invested
Capital invested by funds: $166M → $102M (-$64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$17.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.49M |
| 3 |
Jane Street
New York
|
+$6.34M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.65M |
| 5 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.3M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$10M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$2.87M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$953K |
| 5 |
Morgan Stanley
New York
|
-$943K |
WDIV Hedge Fund Activity: Q1 2020 in Review
54 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2020, worth a combined $102M — down 39% from $166M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of WDIV and 10 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 14 added.
The largest buyer was Freestone Capital Holdings, adding an estimated $17.7M. The largest seller was AE Wealth Management, cutting an estimated $10.3M.
- 54 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2020, down from 60 in Q4 2019.
- Funds reported $102M of State Street SPDR S&P Global Dividend ETF stock for Q1 2020, down 39% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2020 and 13 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2020 was Freestone Capital Holdings, an estimated $17.7M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2020 was AE Wealth Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2020.