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.
173 hedge funds and large institutions have $421M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 27 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 56
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
1% less funds holding
Funds holding: 175 → 173 (-2)
36% less capital invested
Capital invested by funds: $663M → $421M (-$242M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$35M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$26.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.3M |
| 4 |
Morgan Stanley
New York
|
+$6.71M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$39.5M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$10.6M |
| 3 |
Citigroup
New York
|
-$9.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.57M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.13M |
SLY Hedge Fund Activity: Q1 2020 in Review
173 of the 4,538 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 2020, worth a combined $421M — down 36% from $663M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SLY positions and 27 closed out — a net gain of 2 holders — while 62 added to existing stakes and 56 trimmed.
The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $35M. The largest seller was Stadion Money Management, exiting entirely with an estimated $39.5M sold.
- 173 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2020, down from 175 in Q4 2019.
- Funds reported $421M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2020, down 36% quarter-over-quarter.
- 29 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2020 and 27 closed out, a net change of +2 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2020 was Crestwood Advisors Group, an estimated $35M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2020 was Stadion Money Management, an estimated $39.5M sold.
Based on aggregated 13F filings for Q1 2020.