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State Street SPDR S&P 600 Small Cap Growth ETF

246 hedge funds and large institutions have $918M invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $719M → $918M (+$200M)

23% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

4.35% more ownership

Funds ownership: 42.74%47.08% (+4.3%)

2% more funds holding

Funds holding: 241246 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.32%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
36
Increased
101
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$110M +$65.5M +1,108,374 +152%
Financial Engines Advisors
2
Financial Engines Advisors
California
$95.1M +$4.77M +80,691 +5%
G
3
Gainplan
Michigan
$53.8M +$53.2M +901,008 New
APP
4
Avantax Planning Partners
Iowa
$38M +$5.9M +99,929 +19%
Mariner
5
Mariner
Kansas
$35.1M +$2.2M +37,209 +7%
LPL Financial
6
LPL Financial
California
$33.5M -$426K -7,214 -1%
FWP
7
FAS Wealth Partners
Kansas
$26.9M +$587K +9,942 +2%
AssetMark Inc
8
AssetMark Inc
California
$23.8M -$10.7M -180,336 -31%
CDIA
9
Capital Directions Investment Advisors
Georgia
$22.8M -$41.5K -702 -0.2%
Morgan Stanley
10
Morgan Stanley
New York
$21.1M +$7.24M +122,577 +53%
Ameriprise
11
Ameriprise
Minnesota
$20.8M +$1.71M +29,021 +9%
FC
12
Financial Consulate
Maryland
$18.1M +$17.9M +302,577 New
Wells Fargo
13
Wells Fargo
California
$16.9M -$1.38M -23,368 -8%
HighTower Advisors
14
HighTower Advisors
Illinois
$15.9M -$140K -2,371 -0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$15.9M +$1.71M +28,961 +12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$14.8M +$2.05M +34,676 +16%
I
17
INVST
Indiana
$14.8M -$1.36M -22,969 -9%
SEIA
18
Signature Estate & Investment Advisors
California
$14M +$873K +14,778 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.1M +$4.12M +69,734 +52%
ACM
20
AlphaStar Capital Management
North Carolina
$11.6M +$4.16M +70,379 +56%
KF
21
Krilogy Financial
Missouri
$11.5M +$64.8K +1,096 +0.6%
CWA
22
Clarus Wealth Advisors
Arizona
$10.8M +$10.7M +181,184 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$10.3M -$751K -12,703 -7%
UBS Group
24
UBS Group
Switzerland
$9.49M +$32.7K +554 +0.3%
TC
25
TownSquare Capital
Utah
$9.46M +$1.49M +25,267 +19%

SLYG Hedge Fund Activity: Q1 2019 in Review

246 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q1 2019, worth a combined $918M — up 28% from $719M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SLYG positions and 30 closed out — a net gain of 6 holders — while 101 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $65.5M. The largest seller was Tradewinds Capital Management, cutting an estimated $16.9M.

  • 246 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q1 2019, up from 241 in Q4 2018.
  • Funds reported $918M of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q1 2019 was Bank of America, an estimated $65.5M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q1 2019 was Tradewinds Capital Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2019.