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State Street SPDR S&P 600 Small Cap Value ETF

300 hedge funds and large institutions have $1.06B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

8% more capital invested

Capital invested by funds: $981M → $1.06B (+$80.7M)

3% more funds holding

Funds holding: 290300 (+10)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

4.02% less ownership

Funds ownership: 59.56%55.53% (-4%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
6.15%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.47%
New
39
Increased
112
Reduced
111
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
276
SRH Advisors
Kansas
$7K +$46 +1 +0.7%
JP Morgan Chase
277
JP Morgan Chase
New York
$7K +$6.87K +150 New
AIP
278
Ameritas Investment Partners
Nebraska
$6K
BWP
279
Baldwin Wealth Partners
Massachusetts
$6K
RIA
280
RPG Investment Advisory
California
$6K
VCM
281
Versant Capital Management
Arizona
$6K +$3.62K +79 +176%
IF
282
Ironwood Financial
Arizona
$5K
PWMG
283
Prestige Wealth Management Group
New Jersey
$5K
TFS
284
TrustCore Financial Services
Tennessee
$3K -$8.7K -190 -79%
AA
285
Ancora Advisors
Ohio
$3K
CWC
286
Carolinas Wealth Consulting
North Carolina
$3K +$2.38K +52 New
First Manhattan
287
First Manhattan
New York
$3K +$3.53K +77 New
TWP
288
TFO Wealth Partners
Ohio
$2K -$25.6K -558 -93%
BlackRock
289
BlackRock
New York
$2K
EW
290
Evoke Wealth
California
$2K
HFA
291
Hoover Financial Advisors
Pennsylvania
$2K +$1.88K +41 New
FA
292
Fortis Advisors
Pennsylvania
$1K -$30.1K -657 -97%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$1K
FRA
294
Front Row Advisors
California
$1K
LWM
295
Liberty Wealth Management
California
$1K
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$275 +6 +55%
MMA
297
Miracle Mile Advisors
California
-$6.88M -168,416 Closed
CTC
298
Central Trust Company
Missouri
-$2.51M -61,448 Closed
SL
299
Systelligence LLC
Minnesota
-$1.71M -41,781 Closed
APP
300
Avantax Planning Partners
Iowa
-$767K -18,770 Closed