State Street SPDR S&P 600 Small Cap Value ETF
SLYV
458 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 134 reducing their positions, and 35 closing their positions.
86% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 35
36% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 134
28% more funds holding in top 10
Funds holding in top 10: 32 → 41 (+9)
5% more funds holding
Funds holding: 437 → 458 (+21)
1.57% more ownership
Funds ownership: 62.47% → 64.04% (+1.6%)
2% more capital invested
Capital invested by funds: $2.68B → $2.74B (+$60.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$41.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.3M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$22.8M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$21.3M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$64.7M |
| 2 |
DJFS
Dean Jacobson Financial Services
Fort Worth,
Texas
|
-$25.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.5M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$11.7M |
| 5 |
Morgan Stanley
New York
|
-$4.15M |
SLYV Hedge Fund Activity: Q1 2022 in Review
458 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2022, worth a combined $2.74B — up 2.3% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SLYV positions and 35 closed out — a net gain of 30 holders — while 182 added to existing stakes and 134 trimmed.
The largest buyer was N.E.W. Advisory Services, adding an estimated $41.9M. The largest seller was Bank of America, cutting an estimated $64.7M.
- 458 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2022, up from 437 in Q4 2021.
- Funds reported $2.74B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2022, up 2.3% quarter-over-quarter.
- 65 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2022 and 35 closed out, a net change of +30 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2022 was N.E.W. Advisory Services, an estimated $41.9M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2022 was Bank of America, an estimated $64.7M sold.
Based on aggregated 13F filings for Q1 2022.