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State Street SPDR S&P Global Dividend ETF

32 hedge funds and large institutions have $40.3M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $26.9M → $40.3M (+$13.4M)

28% more funds holding

Funds holding: 2532 (+7)

6.39% more ownership

Funds ownership: 25.59%31.98% (+6.4%)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.92M -$23.1K -362 -0.3%
Ameriprise
2
Ameriprise
Minnesota
$5.38M +$2.74M +42,858 +106%
UCFA
3
United Capital Financial Advisors
Texas
$4.31M +$163K +2,557 +4%
AWM
4
AE Wealth Management
Kansas
$3.09M +$3.05M +47,818 New
SS
5
Simplicity Solutions
Minnesota
$2.97M +$2.93M +45,924 New
Bank of America
6
Bank of America
North Carolina
$2.66M +$532K +8,326 +25%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.27M +$315K +4,939 +16%
SCM
8
Sterling Capital Management
North Carolina
$2.23M -$334K -5,235 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.77M +$52.2K +818 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.27M +$15.4K +242 +1%
UBS Group
11
UBS Group
Switzerland
$1.19M +$311K +4,875 +36%
AIP
12
Ahrens Investment Partners
Louisiana
$769K +$760K +11,900 New
RJA
13
Raymond James & Associates
Florida
$748K +$739K +11,571 New
SC
14
Scotia Capital
Ontario, Canada
$683K +$22.7K +355 +3%
SAM
15
Sequent Asset Management
Texas
$371K +$366K +5,734 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$364K +$360K +5,641 New
AI
17
Atria Investments
North Carolina
$344K +$340K +5,323 New
LPL Financial
18
LPL Financial
California
$295K -$25.5K -400 -8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$289K +$285K +4,467 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$286K +$283K +4,426 New
IWMPD
21
Integrated Wealth Management (Palm Desert)
California
$262K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$261K -$5.04K -79 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$175K +$19.2K +301 +12%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$159K +$29.4K +461 +23%
AG
25
Advisor Group
Arizona
$89K +$57.1K +895 +185%

WDIV Hedge Fund Activity: Q1 2017 in Review

32 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2017, worth a combined $40.3M — up 50% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WDIV positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $3.05M. The largest seller was Old Mission Capital, exiting entirely with an estimated $362K sold.

  • 32 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2017, up from 25 in Q4 2016.
  • Funds reported $40.3M of State Street SPDR S&P Global Dividend ETF stock for Q1 2017, up 50% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2017 and 2 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2017 was AE Wealth Management, an estimated $3.05M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2017 was Old Mission Capital, an estimated $362K sold.

Based on aggregated 13F filings for Q1 2017.