State Street SPDR S&P Global Dividend ETF
WDIV
41 hedge funds and large institutions have $110M invested in State Street SPDR S&P Global Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $97.6M → $110M (+$12.2M)
6.28% more ownership
Funds ownership: 54.02% → 60.3% (+6.3%)
5% more funds holding
Funds holding: 39 → 41 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.24M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.21M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.94M |
| 4 |
Morgan Stanley
New York
|
+$1.31M |
| 5 |
Jane Street
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$426K |
| 2 |
SAM
Sequent Asset Management
Houston,
Texas
|
-$229K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$228K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$141K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$135K |
WDIV Hedge Fund Activity: Q1 2018 in Review
41 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2018, worth a combined $110M — up 12% from $97.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WDIV positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $4.24M. The largest seller was United Capital Financial Advisors, cutting an estimated $426K.
- 41 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2018, up from 39 in Q4 2017.
- Funds reported $110M of State Street SPDR S&P Global Dividend ETF stock for Q1 2018, up 12% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2018 and 2 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2018 was AE Wealth Management, an estimated $4.24M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2018 was United Capital Financial Advisors, an estimated $426K sold.
Based on aggregated 13F filings for Q1 2018.