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.
220 hedge funds and large institutions have $846M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
30% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 60
29% more capital invested
Capital invested by funds: $655M → $846M (+$191M)
7% more funds holding
Funds holding: 206 → 220 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
+$14.6M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$11.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.2M |
| 2 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
-$7.6M |
| 3 |
MFG
Magnus Financial Group
New York
|
-$6.39M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.34M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.64M |
SLY Hedge Fund Activity: Q1 2021 in Review
220 of the 5,695 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 2021, worth a combined $846M — up 29% from $655M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SLY positions and 19 closed out — a net gain of 15 holders — while 78 added to existing stakes and 60 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.5M. The largest seller was Bank of America, cutting an estimated $15.2M.
- 220 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2021, up from 206 in Q4 2020.
- Funds reported $846M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2021, up 29% quarter-over-quarter.
- 34 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2021 and 19 closed out, a net change of +15 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2021 was LPL Financial, an estimated $15.5M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2021 was Bank of America, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2021.