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.
284 hedge funds and large institutions have $930M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
7% more capital invested
Capital invested by funds: $867M → $930M (+$62.8M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less funds holding
Funds holding: 286 → 284 (-2)
3% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$34.5M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$21.8M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$13.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.09M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.02M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.55M |
| 4 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
-$3.68M |
| 5 |
Morgan Stanley
New York
|
-$3.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
301
Spire Wealth Management
Mclean,
Virginia
| – | -$4K | -43 | Closed |
|
|
S
302
SignatureFD
Atlanta,
Georgia
| – | -$3.29K | -40 | Closed |
|
303
Rockefeller Capital Management
New York
| – | -$2K | -25 | Closed |
|
|
HIA
304
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.81K | -22 | Closed |
|
|
LFA
305
LGT Financial Advisors
Dallas,
Texas
| – | -$83 | -1 | Closed |
|
|
SWG
306
Summit Wealth Group
White River Junction,
Vermont
| – | +$1.08M | +12,436 | New |
|
SLY Hedge Fund Activity: Q1 2023 in Review
284 of the 6,275 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 2023, worth a combined $930M — up 7.2% from $867M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SLY positions and 21 closed out — a net gain of 10 holders — while 91 added to existing stakes and 94 trimmed.
The largest buyer was Mariner, adding an estimated $34.5M. The largest seller was Ameriprise, cutting an estimated $8.09M.
- 284 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2023, down from 286 in Q4 2022.
- Funds reported $930M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2023, up 7.2% quarter-over-quarter.
- 31 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2023 and 21 closed out, a net change of +10 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2023 was Mariner, an estimated $34.5M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2023 was Ameriprise, an estimated $8.09M sold.
Based on aggregated 13F filings for Q1 2023.