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State Street SPDR S&P 600 Small Cap Growth ETF

233 hedge funds and large institutions have $925M invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

8.24% more ownership

Funds ownership: 47.08%55.32% (+8.2%)

1% more capital invested

Capital invested by funds: $918M → $925M (+$7.27M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less funds holding

Funds holding: 246233 (-13)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
233
Holders Change
-13
Holders Change %
-5.28%
% of All Funds
5.06%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
24
Increased
111
Reduced
64
Closed
32
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
$160M +$47.6M +792,373 +43%
Financial Engines Advisors
2
Financial Engines Advisors
California
$97.7M +$181M +3,011,278 +189%
APP
3
Avantax Planning Partners
Iowa
$42.4M +$3.71M +61,700 +10%
Mariner
4
Mariner
Kansas
$35.6M -$243K -4,049 -0.7%
LPL Financial
5
LPL Financial
California
$28.8M -$5.29M -87,930 -16%
FWP
6
FAS Wealth Partners
Kansas
$27.6M +$148K +2,455 +0.5%
AssetMark Inc
7
AssetMark Inc
California
$25.4M +$1.07M +17,814 +4%
CDIA
8
Capital Directions Investment Advisors
Georgia
$23.1M -$179K -2,974 -0.8%
Ameriprise
9
Ameriprise
Minnesota
$21.7M +$543K +9,034 +3%
FC
10
Financial Consulate
Maryland
$19.7M +$1.22M +20,221 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.9M +$3.69M +61,449 +25%
Wells Fargo
12
Wells Fargo
California
$17.3M +$74.7K +1,243 +0.4%
HighTower Advisors
13
HighTower Advisors
Illinois
$16.6M +$316K +5,263 +2%
SEIA
14
Signature Estate & Investment Advisors
California
$15.4M +$1.07M +17,746 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14.9M -$1.34M -22,241 -8%
ACM
16
AlphaStar Capital Management
North Carolina
$14.7M +$2.69M +44,819 +23%
Morgan Stanley
17
Morgan Stanley
New York
$14M -$7.36M -122,369 -35%
I
18
INVST
Indiana
$12.5M -$2.48M -41,298 -17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.9M -$434K -7,213 -4%
KF
20
Krilogy Financial
Missouri
$11.7M -$78.8K -1,310 -0.7%
TC
21
TownSquare Capital
Utah
$10.9M +$1.35M +22,504 +14%
CWA
22
Clarus Wealth Advisors
Arizona
$9.51M -$1.51M -25,106 -14%
HCM
23
Hengehold Capital Management
Ohio
$9.25M +$352K +5,849 +4%
GIA
24
GHP Investment Advisors
Colorado
$8.73M +$459K +7,636 +6%
UBS Group
25
UBS Group
Switzerland
$8.54M -$1.13M -18,767 -12%

SLYG Hedge Fund Activity: Q2 2019 in Review

233 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q2 2019, worth a combined $925M — up 0.79% from $918M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SLYG and 24 opened new positions — a net loss of 8 holders — while 64 trimmed existing stakes and 111 added.

The largest buyer was Financial Engines Advisors, adding an estimated $181M. The largest seller was Gainplan, exiting entirely with an estimated $53.8M sold.

  • 233 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q2 2019, down from 246 in Q1 2019.
  • Funds reported $925M of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q2 2019, up 0.79% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q2 2019 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q2 2019 was Financial Engines Advisors, an estimated $181M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q2 2019 was Gainplan, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2019.