State Street SPDR S&P 600 Small Cap Value ETF
SLYV
372 hedge funds and large institutions have $2.35B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 157 reducing their positions, and 20 closing their positions.
200% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 20
44% more capital invested
Capital invested by funds: $1.63B → $2.35B (+$718M)
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
11% more funds holding
Funds holding: 334 → 372 (+38)
0.58% more ownership
Funds ownership: 58.83% → 59.42% (+0.58%)
27% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$115M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$86.4M |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$60.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$49.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$37M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$18M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$16.8M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$11.4M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$8.87M |
SLYV Hedge Fund Activity: Q1 2021 in Review
372 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2021, worth a combined $2.35B — up 44% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SLYV positions and 20 closed out — a net gain of 40 holders — while 115 added to existing stakes and 157 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $115M. The largest seller was N.E.W. Advisory Services, cutting an estimated $37M.
- 372 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2021, up from 334 in Q4 2020.
- Funds reported $2.35B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2021, up 44% quarter-over-quarter.
- 60 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2021 and 20 closed out, a net change of +40 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2021 was Franklin Resources, an estimated $115M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2021 was N.E.W. Advisory Services, an estimated $37M sold.
Based on aggregated 13F filings for Q1 2021.