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.
268 hedge funds and large institutions have $968M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
29% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 70
2% more funds holding
Funds holding: 263 → 268 (+5)
1% more capital invested
Capital invested by funds: $957M → $968M (+$11.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$229M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$25M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$16.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.3M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$11.5M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$7.71M |
| 3 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
-$5.18M |
| 4 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$3.38M |
| 5 |
LFA
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NL
276
NWAM LLC
Mercer Island,
Washington
| – | -$224K | -2,254 | Closed |
|
|
CWM
277
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$209K | -2,130 | Closed |
|
|
RWM
278
Reston Wealth Management
Reston,
Virginia
| – | -$211K | -2,122 | Closed |
|
|
AMCA
279
Arthur M. Cohen & Associates
Northbrook,
Illinois
| – | -$205K | -2,062 | Closed |
|
|
SCA
280
Snowden Capital Advisors
New York
| – | -$45K | -457 | Closed |
|
281
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$15K | -149 | Closed |
|
|
CA
282
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -145 | Closed |
|
|
CWS
283
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$10K | -101 | Closed |
|
|
AWA
284
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$2K | -29 | Closed |
|
|
DWMG
285
DB Wealth Management Group
San Diego,
California
| – | -$1K | -13 | Closed |
|
|
GWSG
286
GPS Wealth Strategies Group
Centennial,
Colorado
| – | +$468 | +5 | New |
|
SLY Hedge Fund Activity: Q1 2022 in Review
268 of the 6,340 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 Q1 2022, worth a combined $968M — up 1.2% from $957M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLY positions and 19 closed out — a net gain of 11 holders — while 90 added to existing stakes and 70 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $229M. The largest seller was Private Advisor Group, cutting an estimated $11.5M.
- 268 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2022, up from 263 in Q4 2021.
- Funds reported $968M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2022, up 1.2% quarter-over-quarter.
- 30 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2022 and 19 closed out, a net change of +11 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $229M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2022 was Private Advisor Group, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2022.