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State Street SPDR S&P Global Dividend ETF

39 hedge funds and large institutions have $97.6M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $62.1M → $97.6M (+$35.5M)

18% more funds holding

Funds holding: 3339 (+6)

16.69% more ownership

Funds ownership: 37.33%54.02% (+17%)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
18
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26.8M +$4.15M +60,133 +19%
SS
2
Simplicity Solutions
Minnesota
$24.3M +$23.7M +343,501 New
Ameriprise
3
Ameriprise
Minnesota
$8.42M +$762K +11,051 +10%
Morgan Stanley
4
Morgan Stanley
New York
$8M -$449K -6,514 -5%
UCFA
5
United Capital Financial Advisors
Texas
$5.5M +$89.6K +1,300 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.09M +$313K +4,542 +12%
Bank of America
7
Bank of America
North Carolina
$2.97M -$85.4K -1,238 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.36M +$119K +1,721 +5%
SP
9
SWS Partners
Ohio
$2.29M +$2.23M +32,284 New
SCM
10
Sterling Capital Management
North Carolina
$1.79M +$68.9K +1,000 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.38M +$463K +6,720 +53%
UBS Group
12
UBS Group
Switzerland
$1.11M -$88.1K -1,278 -8%
IWA
13
Intercontinental Wealth Advisors
Texas
$1.04M +$579K +8,391 +133%
AIP
14
Ahrens Investment Partners
Louisiana
$1.02M +$13.8K +200 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$953K -$232K -3,366 -20%
Jane Street
16
Jane Street
New York
$868K -$811K -11,756 -49%
SC
17
Scotia Capital
Ontario, Canada
$749K +$4.83K +70 +0.7%
RJA
18
Raymond James & Associates
Florida
$640K -$94.3K -1,367 -13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$562K +$133K +1,936 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$531K +$11.7K +170 +2%
SAM
21
Sequent Asset Management
Texas
$510K +$207K +3,000 +71%
LPL Financial
22
LPL Financial
California
$336K +$32.3K +468 +11%
CWS
23
Cypress Wealth Services
California
$311K +$302K +4,385 New
OMC
24
Old Mission Capital
Illinois
$277K +$270K +3,916 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$262K +$53.8K +781 +27%

WDIV Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2017, worth a combined $97.6M — up 57% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $23.7M. The largest seller was Jane Street, cutting an estimated $811K.

  • 39 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $97.6M of State Street SPDR S&P Global Dividend ETF stock for Q4 2017, up 57% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2017 and 2 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $23.7M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2017 was Jane Street, an estimated $811K sold.

Based on aggregated 13F filings for Q4 2017.