State Street SPDR S&P Global Dividend ETF
WDIV
54 hedge funds and large institutions have $121M invested in State Street SPDR S&P Global Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
8% more funds holding
Funds holding: 50 → 54 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.95% less ownership
Funds ownership: 69.01% → 62.05% (-7%)
18% less capital invested
Capital invested by funds: $147M → $121M (-$25.8M)
57% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.27M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.55M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$379K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$49.5M |
| 2 |
Jane Street
New York
|
-$10M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.57M |
| 4 |
ED
Exane Derivatives
Paris,
France
|
-$2.36M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| $3K | – | – | – |
|
|
SFS
52
Sowell Financial Services
North Little Rock,
Arkansas
| $2K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
FWP
54
FAS Wealth Partners
Leawood,
Kansas
| $1K | – | – | – |
|
|
ED
55
Exane Derivatives
Paris,
France
| – | -$2.36M | -44,378 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$443K | -8,336 | Closed |
|
57
Goldman Sachs
New York
| – | -$216K | -4,064 | Closed |
|
|
RJFSA
58
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$216K | -4,064 | Closed |
|
|
RJA
59
Raymond James & Associates
St Petersburg,
Florida
| – | -$214K | -4,031 | Closed |
|
|
WCG
60
Weaver Consulting Group
Huntington Beach,
California
| – | -$5K | -100 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | -$58 | -1 | Closed |
|
WDIV Hedge Fund Activity: Q4 2020 in Review
54 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2020, worth a combined $121M — down 18% from $147M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WDIV positions and 7 closed out — a net gain of 4 holders — while 10 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Freestone Capital Holdings, cutting an estimated $49.5M.
- 54 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2020, up from 50 in Q3 2020.
- Funds reported $121M of State Street SPDR S&P Global Dividend ETF stock for Q4 2020, down 18% quarter-over-quarter.
- 11 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2020 and 7 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2020 was Morgan Stanley, an estimated $15.8M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2020 was Freestone Capital Holdings, an estimated $49.5M sold.
Based on aggregated 13F filings for Q4 2020.