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.
169 hedge funds and large institutions have $455M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 25 closing their positions.
8% more capital invested
Capital invested by funds: $421M → $455M (+$33.7M)
2% less funds holding
Funds holding: 173 → 169 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
40% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 70
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.3M |
| 2 |
Morgan Stanley
New York
|
+$4.65M |
| 3 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$4M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.88M |
| 5 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
-$11.8M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$9.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.83M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$8.81M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.77M |
SLY Hedge Fund Activity: Q2 2020 in Review
169 of the 4,877 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 Q2 2020, worth a combined $455M — up 8% from $421M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SLY and 22 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 42 added.
The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Northeast Financial Consultants, cutting an estimated $11.8M.
- 169 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2020, down from 173 in Q1 2020.
- Funds reported $455M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2020, up 8% quarter-over-quarter.
- 22 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q2 2020 and 25 closed out, a net change of -3 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q2 2020 was LPL Financial, an estimated $11.3M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2020 was Northeast Financial Consultants, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2020.