SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY was delisted on the 9th of June, 2023.
263 hedge funds and large institutions have $957M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 10 closing their positions.
420% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 10
72% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 54
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 226 → 263 (+37)
11% more capital invested
Capital invested by funds: $862M → $957M (+$94.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DHFB
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
+$13.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.25M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$5.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.81M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$9.41M |
| 2 |
State Street
Boston,
Massachusetts
|
-$6.2M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$5.32M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.86M |
| 5 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$3M |
SLY Hedge Fund Activity: Q4 2021 in Review
263 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) for Q4 2021, worth a combined $957M — up 11% from $862M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SLY positions and 10 closed out — a net gain of 42 holders — while 93 added to existing stakes and 54 trimmed.
The largest buyer was Dixon Hubard Feinour & Brown, opening a new position worth an estimated $13.3M. The largest seller was IHT Wealth Management, cutting an estimated $9.41M.
- 263 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q4 2021, up from 226 in Q3 2021.
- Funds reported $957M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q4 2021, up 11% quarter-over-quarter.
- 52 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q4 2021 and 10 closed out, a net change of +42 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q4 2021 was Dixon Hubard Feinour & Brown, an estimated $13.3M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q4 2021 was IHT Wealth Management, an estimated $9.41M sold.
Based on aggregated 13F filings for Q4 2021.