State Street SPDR S&P Global Dividend ETF
WDIV
50 hedge funds and large institutions have $147M invested in State Street SPDR S&P Global Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 9 closing their positions.
50% more capital invested
Capital invested by funds: $98.2M → $147M (+$48.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.22% less ownership
Funds ownership: 72.23% → 69.01% (-3.2%)
7% less funds holding
Funds holding: 54 → 50 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
48% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.77M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.16M |
| 4 |
HA
Harborview Advisors
Portland,
Maine
|
+$255K |
| 5 |
Goldman Sachs
New York
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$18.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.26M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.07M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.43M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$271K | -5,148 | Closed |
|
|
GSWM
52
Golden State Wealth Management
Santa Ana,
California
| – | -$225K | -4,284 | Closed |
|
|
FFG
53
Fortem Financial Group
Palm Desert,
California
| – | -$211K | -4,000 | Closed |
|
|
CT
54
Caldwell Trust
Venice,
Florida
| – | -$113K | -2,150 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$27.3K | -500 | -100% |
|
|
CFD
56
Creative Financial Designs
Kokomo,
Indiana
| – | -$18K | -341 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -42 | Closed |
|
58
Rockefeller Capital Management
New York
| – | -$2K | -29 | Closed |
|
WDIV Hedge Fund Activity: Q3 2020 in Review
50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2020, worth a combined $147M — up 50% from $98.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WDIV and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 12 added.
The largest buyer was Jane Street, adding an estimated $9.53M. The largest seller was Freestone Capital Holdings, cutting an estimated $18.2M.
- 50 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2020, down from 54 in Q2 2020.
- Funds reported $147M of State Street SPDR S&P Global Dividend ETF stock for Q3 2020, up 50% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2020 and 9 closed out, a net change of -4 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2020 was Jane Street, an estimated $9.53M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2020 was Freestone Capital Holdings, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2020.