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.
286 hedge funds and large institutions have $867M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 24 closing their positions.
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
47% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 68
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
10% more funds holding
Funds holding: 260 → 286 (+26)
7% more capital invested
Capital invested by funds: $808M → $867M (+$59.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
+$38.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.3M |
| 3 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
+$9.07M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.77M |
| 5 |
JP Morgan Chase
New York
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$11.3M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$9.84M |
| 3 |
State Street
Boston,
Massachusetts
|
-$8.42M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$7.83M |
| 5 |
Goldman Sachs
New York
|
-$6.73M |
SLY Hedge Fund Activity: Q4 2022 in Review
286 of the 6,237 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 Q4 2022, worth a combined $867M — up 7.3% from $808M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SLY positions and 24 closed out — a net gain of 31 holders — while 100 added to existing stakes and 68 trimmed.
The largest buyer was Beirne Wealth Consulting Services, opening a new position worth an estimated $38.5M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $11.3M.
- 286 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q4 2022, up from 260 in Q3 2022.
- Funds reported $867M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q4 2022, up 7.3% quarter-over-quarter.
- 55 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q4 2022 and 24 closed out, a net change of +31 holders.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q4 2022 was Beirne Wealth Consulting Services, an estimated $38.5M added.
- The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2022.