State Street SPDR S&P 600 Small Cap Value ETF
SLYV
253 hedge funds and large institutions have $787M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.
134% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 29
72% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 58
17% more funds holding
Funds holding: 217 → 253 (+36)
0.85% less ownership
Funds ownership: 51% → 50.14% (-0.85%)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
29% less capital invested
Capital invested by funds: $1.12B → $787M (-$329M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$14M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$10.9M |
| 3 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$10.5M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$9.92M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$162M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$21.8M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$15.9M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$11.2M |
| 5 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$10.5M |
SLYV Hedge Fund Activity: Q4 2018 in Review
253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2018, worth a combined $787M — down 29% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SLYV positions and 29 closed out — a net gain of 39 holders — while 100 added to existing stakes and 58 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $162M sold.
- 253 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2018, up from 217 in Q3 2018.
- Funds reported $787M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2018, down 29% quarter-over-quarter.
- 68 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2018 and 29 closed out, a net change of +39 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $14M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2018 was 3EDGE Asset Management, an estimated $162M sold.
Based on aggregated 13F filings for Q4 2018.