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State Street SPDR S&P 600 Small Cap Value ETF

274 hedge funds and large institutions have $1.15B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

55% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 80

4% more funds holding

Funds holding: 264274 (+10)

5% more capital invested

Capital invested by funds: $1.1B → $1.15B (+$53.4M)

0.17% less ownership

Funds ownership: 54.06%53.89% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
274
Holders Change
+10
Holders Change %
+3.79%
% of All Funds
5.95%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
31
Increased
124
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
251
Certified Advisory Corp
Florida
$14K +$14.1K +233 New
BFC
252
Bedel Financial Consulting
Indiana
$9K
VFA
253
Valeo Financial Advisors
Indiana
$8K
SA
254
SRH Advisors
Kansas
$8K +$61 +1 +0.7%
CAL
255
Capital Analysts LLC
Pennsylvania
$8K +$8.18K +135 New
AIP
256
Ameritas Investment Partners
Nebraska
$7K
IF
257
Ironwood Financial
Arizona
$7K
RIA
258
RPG Investment Advisory
California
$7K
OIA
259
OneDigital Investment Advisors
Kansas
$7K +$61 +1 +0.8%
BBPWM
260
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.82K +96 New
MWM
261
Merriman Wealth Management
Washington
$5.25K +$523K +8,628 New
JP Morgan Chase
262
JP Morgan Chase
New York
$5K +$4.97K +82 New
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$4K +$3.52K +58 New
PMFA
264
Plante Moran Financial Advisors
Michigan
$4K +$4K +66 New
PFO
265
Pathstone Family Office
New Jersey
$2K
EWM
266
Executive Wealth Management
Michigan
$1K
FCMT
267
Founders Capital Management (Texas)
Texas
$1K
FRA
268
Front Row Advisors
California
$1K
LWM
269
Liberty Wealth Management
California
$1K
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TFGT
271
TS Financial Group (TSFG)
Illinois
$1K
BlackRock
272
BlackRock
New York
$1K +$909 +15 New
SFSG
273
Stearns Financial Services Group
North Carolina
$1K +$1.09K +18 New
ACM
274
AlphaStar Capital Management
North Carolina
-$1.67M -29,612 Closed
MSAM
275
Moloney Securities Asset Management
Missouri
-$1.37M -22,738 Closed

SLYV Hedge Fund Activity: Q2 2019 in Review

274 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2019, worth a combined $1.15B — up 4.9% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SLYV positions and 19 closed out — a net gain of 12 holders — while 124 added to existing stakes and 80 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $22.7M. The largest seller was INVST, cutting an estimated $10.5M.

  • 274 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2019, up from 264 in Q1 2019.
  • Funds reported $1.15B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2019 and 19 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2019 was Wealth Enhancement Advisory Services, an estimated $22.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2019 was INVST, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2019.