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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

160 hedge funds and large institutions have $497M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

32% more funds holding

Funds holding: 121 → 160 (+39)

22% more capital invested

Capital invested by funds: $406M → $497M (+$90.6M)

5.04% more ownership

Funds ownership: 87.35% → 92.39% (+5%)

Holders
160
Holders Change
+39
Holders Change %
+32.23%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
53
Increased
59
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
+$13.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$9.05M
3
Bank of America
Bank of America
North Carolina
+$7.14M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7M
5
AIA
Allegis Investment Advisors
Idaho
+$5.71M

Top Sellers

1
TSS
Two Sigma Securities
New York
-$5.01M
2
PTCG
Pring Turner Capital Group
California
-$3.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.79M
4
TP
Truvvo Partners
New York
-$1.61M
5
CIM
Corda Investment Management
Texas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Marietta Wealth Management
Georgia
$3.81M +$33.9K +532 +0.9%
TCM
27
Traynor Capital Management
Pennsylvania
$3.78M +$429K +6,732 +13%
APP
28
Avantax Planning Partners
Iowa
$3.73M -$773K -12,120 -17%
FAT
29
First American Trust
California
$3.65M +$279K +4,374 +8%
HA
30
Harborview Advisors
Maine
$3.37M +$3.42M +53,604 New
UBS Group
31
UBS Group
Switzerland
$3.3M +$1.58M +24,754 +89%
GIA
32
GHP Investment Advisors
Colorado
$3.22M +$296K +4,648 +10%
SEIA
33
Signature Estate & Investment Advisors
California
$3.15M -$23.2K -364 -0.7%
AssetMark Inc
34
AssetMark Inc
California
$3.11M +$402K +6,306 +15%
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.1M +$608K +9,538 +24%
TP
36
Truvvo Partners
New York
$3.08M -$1.61M -25,182 -24%
TW
37
Transform Wealth
Colorado
$2.92M +$83.6K +1,312 +3%
FCI
38
Financial Counselors Inc
Kansas
$2.87M +$476K +7,470 +20%
MAS
39
Managed Account Services
Florida
$2.49M +$1.11M +17,392 +78%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.27M +$924K +14,486 +67%
ML
41
McAdam LLC
Pennsylvania
$1.89M – – –
ADL
42
Asset Dedication LLC
California
$1.87M +$113K +1,768 +6%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.8M +$334K +5,236 +22%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$1.71M – – –
KM
45
Kalos Management
Georgia
$1.65M +$846K +13,268 +99%
ACG
46
Allen Capital Group
Nebraska
$1.54M +$1.56M +24,442 New
PP
47
PDS Planning
Ohio
$1.4M +$1.42M +22,274 New
SFG
48
StrategIQ Financial Group
Indiana
$1.34M +$1.36M +21,266 New
SC
49
Savant Capital
Illinois
$1.28M +$1.3M +20,384 New
SWM
50
SeaCrest Wealth Management
New York
$1.27M +$1.29M +20,158 New
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SLYV Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2017, worth a combined $497M — up 22% from $406M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SLYV positions and 14 closed out — a net gain of 39 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $13.7M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $5.01M sold.

  • 160 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $497M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 53 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2017 and 14 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2017 was Advisory Alpha, an estimated $13.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2017 was Two Sigma Securities, an estimated $5.01M sold.

Based on aggregated 13F filings for Q4 2017.