State Street SPDR S&P 600 Small Cap Value ETF
SLYV
264 hedge funds and large institutions have $1.1B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 22 closing their positions.
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
57% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 75
40% more capital invested
Capital invested by funds: $787M → $1.1B (+$312M)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
4% more funds holding
Funds holding: 253 → 264 (+11)
3.91% more ownership
Funds ownership: 50.14% → 54.06% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Schroders
London,
United Kingdom
|
+$80.2M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$70.6M |
| 3 |
I
INVST
Indianapolis,
Indiana
|
+$10.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.14M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$7.68M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
-$7.06M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$6.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.99M |
SLYV Hedge Fund Activity: Q1 2019 in Review
264 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2019, worth a combined $1.1B — up 40% from $787M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SLYV positions and 22 closed out — a net gain of 15 holders — while 118 added to existing stakes and 75 trimmed.
The largest buyer was Schroders, opening a new position worth an estimated $80.2M. The largest seller was Strid Group, cutting an estimated $7.68M.
- 264 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2019, up from 253 in Q4 2018.
- Funds reported $1.1B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2019, up 40% quarter-over-quarter.
- 37 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2019 and 22 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2019 was Schroders, an estimated $80.2M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2019 was Strid Group, an estimated $7.68M sold.
Based on aggregated 13F filings for Q1 2019.