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This happened with SKT (Tanger outlets) which is a high dividend paying stock in SDY ETF. The ETF was approaching 50% ownership stake.

The fund needs to report their holdings. Not all companies have a poison pill provision. Not all companies that do have a poison pill will activate it. In the case of an ETF there's usually a discussion between the portfolio manager and the company. They know where they stand. Plus it's not really in a passive fund mandate to go activist.



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