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State Street SPDR S&P 600 Small Cap Value ETF

83 hedge funds and large institutions have $195M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 7883 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $204M → $195M (-$8.37M)

10.18% less ownership

Funds ownership: 90.18%79.99% (-10%)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
38
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$1.37M -$149K -3,016 -10%
UBS Group
27
UBS Group
Switzerland
$1.3M -$8.28K -168 -0.6%
GIA
28
GHP Investment Advisors
Colorado
$1.18M +$247K +5,016 +27%
BWM
29
Bernicke Wealth Management
Wisconsin
$1.16M -$40.3K -818 -3%
KM
30
Kalos Management
Georgia
$1.04M -$362K -7,338 -26%
AB
31
Atlas Brown
Kentucky
$987K -$26.8K -544 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$953K +$325K +6,600 +53%
VFA
33
Voya Financial Advisors
Connecticut
$939K +$63.8K +1,294 +7%
FAT
34
First American Trust
California
$834K +$98.1K +1,990 +14%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$829K +$817K +16,572 New
AssetMark Inc
36
AssetMark Inc
California
$760K +$290K +5,874 +63%
FIM
37
Freedom Investment Management
Connecticut
$682K +$40.9K +830 +6%
IA
38
IFP Advisors
Florida
$608K +$540K +10,952 +913%
CCM
39
Carlson Capital Management
Minnesota
$564K
FWM
40
Frontier Wealth Management
Missouri
$564K +$185K +3,754 +50%
AG
41
Advisor Group
Arizona
$521K +$515K +10,456 New
MHS
42
M Holdings Securities
Oregon
$513K +$9.96K +202 +2%
MFS
43
MSI Financial Services
Massachusetts
$482K +$155K +3,140 +48%
CMP
44
Courage Miller Partners
Virginia
$481K +$1.38K +28 +0.3%
PH
45
Pinnacle Holdings
Oklahoma
$430K -$28.4K -576 -6%
OCM
46
One Capital Management
California
$412K +$166K +3,360 +69%
RIA
47
Regal Investment Advisors
Michigan
$337K -$76.7K -1,556 -19%
CBB
48
Citizens Business Bank
California
$322K -$394K -7,994 -55%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$316K +$55.6K +1,128 +22%
VIA
50
Vantage Investment Advisors
Pennsylvania
$287K +$4.24K +86 +2%

SLYV Hedge Fund Activity: Q2 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2016, worth a combined $195M — down 4.1% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SLYV positions and 6 closed out — a net gain of 5 holders — while 38 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $22.8M. The largest seller was TMFS Holdings, cutting an estimated $40.9M.

  • 83 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2016, up from 78 in Q1 2016.
  • Funds reported $195M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2016, down 4.1% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2016 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2016 was Bank of America, an estimated $22.8M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2016 was TMFS Holdings, an estimated $40.9M sold.

Based on aggregated 13F filings for Q2 2016.