State Street SPDR S&P 600 Small Cap Value ETF
SLYV
191 hedge funds and large institutions have $653M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 12 closing their positions.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
58% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 53
14% more capital invested
Capital invested by funds: $572M → $653M (+$81M)
8% more funds holding
Funds holding: 177 → 191 (+14)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
47.74% less ownership
Funds ownership: 91.14% → 43.39% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$18M |
| 2 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$12.9M |
| 3 |
I
INVST
Indianapolis,
Indiana
|
+$7.77M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$6.69M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$16.1M |
| 2 |
JP Morgan Chase
New York
|
-$6.17M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.39M |
| 5 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$4.11M |
SLYV Hedge Fund Activity: Q2 2018 in Review
191 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2018, worth a combined $653M — up 14% from $572M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLYV positions and 12 closed out — a net gain of 18 holders — while 84 added to existing stakes and 53 trimmed.
The largest buyer was Tradewinds Capital Management, adding an estimated $18M. The largest seller was Barber Financial Group, exiting entirely with an estimated $16.1M sold.
- 191 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2018, up from 177 in Q1 2018.
- Funds reported $653M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2018, up 14% quarter-over-quarter.
- 30 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2018 and 12 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2018 was Tradewinds Capital Management, an estimated $18M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2018 was Barber Financial Group, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2018.