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State Street SPDR S&P Global Dividend ETF

31 hedge funds and large institutions have $56.5M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

40% more capital invested

Capital invested by funds: $40.3M → $56.5M (+$16.3M)

6.78% more ownership

Funds ownership: 31.98%38.76% (+6.8%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 3231 (-1)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.1M +$7.87M +119,054 +249%
SS
2
Simplicity Solutions
Minnesota
$9.77M +$6.7M +101,281 +221%
Morgan Stanley
3
Morgan Stanley
New York
$7M -$1.13M -17,035 -14%
Ameriprise
4
Ameriprise
Minnesota
$6.22M +$721K +10,897 +13%
UCFA
5
United Capital Financial Advisors
Texas
$4.62M +$191K +2,891 +4%
Bank of America
6
Bank of America
North Carolina
$2.85M +$117K +1,776 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.52M +$188K +2,839 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.49M +$669K +10,114 +37%
UBS Group
9
UBS Group
Switzerland
$1.73M +$507K +7,665 +42%
SCM
10
Sterling Capital Management
North Carolina
$1.65M -$639K -9,659 -28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.22M -$85.5K -1,293 -7%
AIP
12
Ahrens Investment Partners
Louisiana
$1.04M +$248K +3,750 +32%
SC
13
Scotia Capital
Ontario, Canada
$709K +$15.9K +240 +2%
RJA
14
Raymond James & Associates
Florida
$625K -$143K -2,159 -19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$602K +$306K +4,630 +105%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$417K +$42.3K +640 +11%
LPL Financial
17
LPL Financial
California
$327K +$22.7K +344 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$301K +$4.1K +62 +1%
SAM
19
Sequent Asset Management
Texas
$261K -$119K -1,800 -31%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$261K -$8.4K -127 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$231K +$230K +3,483 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$227K +$47.4K +717 +26%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$165K +$2.18K +33 +1%
AG
24
Advisor Group
Arizona
$121K +$29K +439 +32%
Wells Fargo
25
Wells Fargo
California
$43K

WDIV Hedge Fund Activity: Q2 2017 in Review

31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2017, worth a combined $56.5M — up 40% from $40.3M a quarter earlier.

Fund positioning in WDIV was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.87M. The largest seller was Morgan Stanley, cutting an estimated $1.13M.

  • 31 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2017, down from 32 in Q1 2017.
  • Funds reported $56.5M of State Street SPDR S&P Global Dividend ETF stock for Q2 2017, up 40% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2017 was AE Wealth Management, an estimated $7.87M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2017.