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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
CWP
301
Capital Wealth Planning
Florida
-$647K -15,832 Closed
SWAG
302
Spectrum Wealth Advisory Group
California
-$607K -14,818 Closed
CG
303
Colony Group
Massachusetts
-$356K -8,723 Closed
Renaissance Technologies
304
Renaissance Technologies
New York
-$343K -8,400 Closed
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
-$284K -6,962 Closed
EGA
306
E&G Advisors
Texas
-$233K -5,693 Closed
SSWM
307
Sheets Smith Wealth Management
North Carolina
-$212K -5,190 Closed
TIA
308
Tiemann Investment Advisors
California
-$194K -4,745 Closed
AA
309
Advisory Alpha
Michigan
-$61K -1,450 Closed
MWM
310
MBE Wealth Management
Wisconsin
-$57K -1,406 Closed
BAM
311
Bellevue Asset Management
Washington
-$42K -932 Closed
OSAM
312
O'Shaughnessy Asset Management
Connecticut
-$31K -770 Closed
FGAM
313
Financial Gravity Asset Management
Texas
-$18.8K -460 Closed
NSIM
314
North Star Investment Management
Illinois
-$12K -300 Closed
SBL
315
Sargent Bickham Lagudis
Colorado
-$6K -154 Closed
HF
316
Halpern Financial
Virginia
-$4.33K -106 Closed
DI
317
Disciplined Investments
Oklahoma
-$3K -82 Closed
FEG
318
Financial Enhancement Group
Indiana
-$2K -53 Closed
MWA
319
Moser Wealth Advisors
Washington
-$2K -50 Closed
TFGT
320
TS Financial Group (TSFG)
Illinois
-$1K -20 Closed
CL
321
Cabana LLC
Arkansas
+$321 +7 New